Theory Financial »

Ishares Tr core tl usd bd shares owned by Theory Financial

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

Historical chart of Theory 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 Theory 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 Theory Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $874k 19k 46.07
2023-09-30 $692k 16k 43.72

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard World Fds Inf Tech Etf (VGT)
Vanguard World Fds Financials Etf (VFH)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Index Fds Value Etf (VTV)

View all positions for Theory Financial

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
Janney Montgomery Scott
Bank of New York Mellon
Pnc Financial Services
Mariner Wealth Advisors
United Capital Financial Advisers
SigFig Wealth Management
Commonwealth Equity Services
Private Ocean
JB Capital

View all funds holding Ishares Tr core tl usd bd