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Ishares Tr edge us fixd inm shares owned by KWB Wealth

Quarter-by-quarter ownership of Ishares Tr edge us fixd inm (SYSB) shares owned by KWB Wealth from 13F filings

Historical chart of KWB Wealth investment in Ishares Tr edge us fixd inm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge us fixd inm held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge us fixd inm by KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $309k 3.4k 89.76

More positions owned by KWB Wealth

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPTI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Series Trust State Street Spd (SPSM)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core Univrsl Usd (IUSB)
Columbia Etf Tr I Resh Enhnc Cor (RECS)

View all positions for KWB Wealth

Top funds holding Ishares Tr edge us fixd inm

CWM
Park Avenue Securities
BlackRock
Ameriprise Financial
Merit Financial Group
Branch Banking & Trust Company
Kelly Financial Services
Sanctuary Advisors
Citadel Advisors
Triad Wealth Partners
Us Bancorp
Perigon Wealth Management
Sharkey, Howes & Javer
AE Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

View all funds holding Ishares Tr edge us fixd inm