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Ishares Tr shares owned by Essential Planning

Quarter-by-quarter ownership of Ishares Tr (EUSB) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $497k 12k 43.26
2023-09-30 $503k 12k 40.85
2023-06-30 $524k 12k 42.58
2023-03-31 $490k 11k 43.23

More positions owned by Essential Planning

Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Covington Trust Msci Rl Est Etf (FREL)

View all positions for Essential Planning

Top funds holding Ishares Tr

BlackRock
Envestnet Asset Management
Envestnet Portfolio Solutions
SigFig Wealth Management
Seeds Investor
IMPACTfolio
Jpmorgan Chase & Co
LPL Financial
Balanced Rock Investment Advisors
Us Bancorp
Hanson McClain Advisors
Advisor Group Holdings
Cetera Investment Advisers
One Wealth Advisors
Advisory Services Network

View all funds holding Ishares Tr