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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core tl usd bd held by Monticello Wealth Management 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
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