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Ishares Tr core strm usbd shares owned by Strategic Wealth Management Group

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Strategic Wealth Management Group from 13F filings

Historical chart of Strategic Wealth Management Group investment in Ishares Tr core strm usbd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core strm usbd held by Strategic Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core strm usbd by Strategic Wealth Management Group

Quarter filed Position value Share count Share price at filing
2021-06-30 $2.4M 47k 51.29
2021-03-31 $2.4M 46k 51.29
2020-12-31 $2.4M 46k 51.64
2020-09-30 $2.4M 46k 51.56

More positions owned by Strategic Wealth Management Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
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Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard World Fds Consum Stp Etf (VDC)
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Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Msci Usa Multift (LRGF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Chesapeake Utilities Corporation (CPK)
Invesco Exch Trd Slf Idx Bulshs 2021 Hy
Facebook Cl A (META)
T. Rowe Price (TROW)

View all positions for Strategic Wealth Management Group

Top funds holding Ishares Tr core strm usbd

State of Wisconsin Investment Board
Charles Schwab Investment Management
Trust Point
Jpmorgan Chase & Co
Bank of America Corporation
BlackRock
Spinnaker Trust
Raymond James & Associates
Mariner Wealth Advisors
Townsend & Associates
UBS Group
Royal Bank of Canada
Cahaba Wealth Management
Wells Fargo & Company
Prosperity Planning

View all funds holding Ishares Tr core strm usbd