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Ishares Tr core tl usd bd shares owned by WFA of San Diego

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

Historical chart of WFA of San Diego 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 WFA of San Diego 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 WFA of San Diego

Quarter filed Position value Share count Share price at filing
2024-09-30 $12k 245 47.12

More positions owned by WFA of San Diego

Apple (AAPL)
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Lincoln Electric Holdings (LECO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
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Qualcomm (QCOM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Exc S&p500 Downsid (PHDG)
Amazon (AMZN)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)

View all positions for WFA of San Diego

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