Swp Financial »

Ishares Tr core tl usd bd shares owned by Swp Financial

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

Historical chart of Swp Financial 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 Swp Financial 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 Swp Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.0M 192k 47.12
2024-06-30 $10M 227k 45.22

More positions owned by Swp Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfli High Yld (SPHY)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Swp Financial

Top funds holding Ishares Tr core tl usd bd

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

View all funds holding Ishares Tr core tl usd bd