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Ishares Tr core tl usd bd shares owned by Xena Financial Planning

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

Historical chart of Xena Financial Planning 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 Xena Financial Planning 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 Xena Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.8M 125k 46.54

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Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Esg Msci Leadr (SUSL)
Ishares Tr Core Intl Aggr (IAGG)
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Freedom 100 Em (FRDM)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)

View all positions for Xena Financial Planning

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