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Usaa Intermediate Term Bond Fund shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Usaa Intermediate Term Bond Fund (USIBX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Usaa Intermediate Term Bond Fund

Tip: Access up to 7 years of quarterly data

All positions including Usaa Intermediate Term Bond Fund held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Usaa Intermediate Term Bond Fund by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $117k 13k 9.42
2024-06-30 $113k 13k 9.04
2024-03-31 $114k 13k 9.14
2023-09-30 $210k 24k 8.77
2023-06-30 $217k 24k 9.09
2023-03-31 $219k 24k 9.21
2022-12-31 $211k 24k 8.97
2022-09-30 $207k 23k 8.89
2022-06-30 $215k 23k 9.32
2022-03-31 $228k 23k 9.95
2021-12-31 $241k 23k 10.57
2021-09-30 $241k 22k 10.91

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding Usaa Intermediate Term Bond Fund

Encompass Wealth Advisors

View all funds holding Usaa Intermediate Term Bond Fund