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Ishares Tr core tl usd bd shares owned by Oak Point Wealth Management

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

Historical chart of Oak Point 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 Oak Point 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 Oak Point Wealth Management

Quarter filed Position value Share count Share price at filing
2018-03-31 $1.8M 36k 49.80
2017-12-31 $1.3M 26k 51.44

More positions owned by Oak Point Wealth Management

iShares S&P 1500 Index Fund (ITOT)
iShares S&P 500 Index (IVV)
Powershares Exchange
SPDR S&P Dividend (SDY)
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Fs Investment Corporation
Nuveen Barclays Shrt Term Muni bdfund (SHM)
Ishares Inc msci world idx (URTH)
Legg Mason Etf Equity Tr low divi etf (LVHD)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
WisdomTree LargeCap Dividend Fund (DLN)
WisdomTree Emerging Markets Eq (DEM)
Ishares Tr core tl usd bd (IUSB)
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf

View all positions for Oak Point Wealth Management

Top funds holding Ishares Tr core tl usd bd

Envestnet Asset Management
BlackRock
Jones Financial Companies, L.L
Wells Fargo & Company
LPL Financial
Envestnet Portfolio Solutions
CWM
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Park Avenue Securities
Cetera Investment Advisers
Ameriprise Financial
Bank of New York Mellon
Resources Investment Advisors
Janney Montgomery Scott

View all funds holding Ishares Tr core tl usd bd