Private Ocean »

Ishares Tr core tl usd bd shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Private Ocean consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr core tl usd bd by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $126M 2.8M 45.59
2023-12-31 $113M 2.5M 46.07
2023-09-30 $71M 1.6M 43.72
2023-06-30 $39M 857k 45.47
2023-03-31 $8.8M 191k 46.15

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

Top funds holding Ishares Tr core tl usd bd

Wells Fargo & Company
CWM
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Park Avenue Securities
Advisor Group Holdings
Bank of New York Mellon
Janney Montgomery Scott
Pnc Financial Services
Mariner Wealth Advisors
United Capital Financial Advisers
SigFig Wealth Management
Private Ocean
Commonwealth Equity Services
Hanson McClain Advisors

View all funds holding Ishares Tr core tl usd bd