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Ishares Tr core tl usd bd shares owned by Merkkuri Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr core tl usd bd (IUSB) shares owned by Merkkuri Wealth Advisors from 13F filings

Historical chart of Merkkuri Wealth Advisors investment in Ishares Tr core tl usd bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core tl usd bd held by Merkkuri Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core tl usd bd by Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 51k 47.12
2024-06-30 $1.7M 37k 45.22

More positions owned by Merkkuri Wealth Advisors

Schwab Us Dividend Equity Etf Equities (SCHD)
Spdr Portfolio S&p 500 Etf Equities (SPLG)
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Equities (SPY)
Ishares Trust Core Msci Eafe Etf Equities (IEFA)
Invesco Qqq Tr Unit Ser 1 Equities (QQQ)
Fidelity Total Bond Etf Equities (FBND)
Ishares Core S&p Us Growth Etf Equities (IUSG)
Ishares Core S&p 500 Etf Equities (IVV)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Equities (RSP)
J P Morgan Exchange Traded Fd Equity Premium Equities (JEPI)
Nvidia Corporation Equities (NVDA)
Ishares Core Us Aggregate Bond Etf Equities (AGG)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Ishares Tr Core Total Usd Equities (IUSB)
Ishares Core Msci Emerging Markets Etf Equities (IEMG)

View all positions for Merkkuri Wealth Advisors

Top funds holding Ishares Tr core tl usd bd

Envestnet Asset Management
BlackRock
Wells Fargo & Company
LPL Financial
CWM
Envestnet Portfolio Solutions
Northwestern Mutual Wealth Management Company
Morgan Stanley
Jpmorgan Chase & Co
Park Avenue Securities
Cetera Investment Advisers
Janney Montgomery Scott
Mariner Wealth Advisors
Resources Investment Advisors
Bank of New York Mellon

View all funds holding Ishares Tr core tl usd bd