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Ishares Tr core tl usd bd shares owned by Richard W. Paul & Associates

Quarter-by-quarter ownership of Ishares Tr core tl usd bd (IUSB) shares owned by Richard W. Paul & Associates from 13F filings

Historical chart of Richard W. Paul & Associates investment in Ishares Tr core tl usd bd

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All positions including Ishares Tr core tl usd bd held by Richard W. Paul & Associates 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 Richard W. Paul & Associates

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0M 66k 45.22
2024-03-31 $2.9M 63k 45.59

More positions owned by Richard W. Paul & Associates

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Richard W. Paul & Associates

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
Northwestern Mutual Wealth Management Company
Morgan Stanley
Jpmorgan Chase & Co
CWM
Park Avenue Securities
Ameriprise Financial
Cetera Investment Advisers
Janney Montgomery Scott
Mariner Wealth Advisors

View all funds holding Ishares Tr core tl usd bd