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Ishares Tr core tl usd bd shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth Partners 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 ORG Wealth Partners 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 ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 75k 47.11

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Agnc Invt Corp Real Estate Investme (AGNC)
1/100 Berkshire Htwy A Common Stock
Berkshire Hathaway Common Stock (BRK.B)
Energy Transfer Limited Partnershp (ET)
Abbott Labs Common Stock (ABT)
Exxon Mobil Corp Common Stock (XOM)
Apple Common Stock (AAPL)
Ishares 0 To 3 Mnth Uit Exchange Traded (SGOV)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Hines Global Income Trus Real Estate Investme (ZHGIIX)

View all positions for ORG Wealth Partners

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