Ishares Tr core tl usd bd shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Ishares Tr core tl usd bd (IUSB) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Ishares Tr core tl usd bd
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Quarterly reported holdings in Ishares Tr core tl usd bd by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $857k | 19k | 45.59 |
| 2024-06-30 | $205k | 4.5k | 45.22 |
| 2024-03-31 | $857k | 19k | 45.59 |
| 2023-12-31 | $3.6M | 78k | 46.07 |
| 2023-09-30 | $4.9M | 113k | 43.72 |
| 2023-06-30 | $5.1M | 112k | 45.47 |
| 2023-03-31 | $4.7M | 104k | 44.93 |
| 2022-12-31 | $4.7M | 104k | 44.93 |
| 2022-09-30 | $1.5M | 33k | 44.50 |
| 2022-06-30 | $2.0M | 43k | 46.82 |
| 2022-03-31 | $2.5M | 51k | 49.62 |
| 2021-12-31 | $4.6M | 87k | 52.93 |
| 2021-09-30 | $2.7M | 52k | 53.25 |
| 2021-06-30 | $2.5M | 48k | 53.50 |
| 2021-03-31 | $2.1M | 40k | 52.76 |
| 2020-12-31 | $2.0M | 37k | 54.57 |
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