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Ishares Tr core tl usd bd shares owned by Torrey-Payne Wealth Management

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

Historical chart of Torrey-Payne Wealth Management investment in Ishares Tr core tl usd bd

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All positions including Ishares Tr core tl usd bd held by Torrey-Payne Wealth Management 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 Torrey-Payne Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $326k 7.0k 46.73

More positions owned by Torrey-Payne Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr Series Trust State Street Spd (SDY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Tec (XLK)
Tema Etf Trust Electrification (VOLT)
Walt Disney Company (DIS)

View all positions for Torrey-Payne Wealth Management

Top funds holding Ishares Tr core tl usd bd

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

View all funds holding Ishares Tr core tl usd bd