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Ishares Tr core tl usd bd shares owned by Valpey Financial Services

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

Historical chart of Valpey Financial Services 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 Valpey Financial Services 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 Valpey Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $638k 14k 46.71
2025-06-30 $618k 13k 46.23

More positions owned by Valpey Financial Services

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Valpey Financial Services

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
Cetera Investment Advisers
Bank of New York Mellon
Park Avenue Securities
Janney Montgomery Scott

View all funds holding Ishares Tr core tl usd bd