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Ishares Tr core strm usbd shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies 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 Wellington Wealth Strategies 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 Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 21k 47.56
2020-12-31 $1.0M 21k 47.56

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Invesco S&p Smallcap 600 Revenue Etf etf (RWJ)
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Invesco Senior Loan Etf otr (BKLN)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Tr liquid inc etf (ICSH)
Spdr Series Trust dj ttl mkt etf (SPTM)
J P Morgan Exchange Traded F ultra shrt (JPST)
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Accenture (ACN)
AmerisourceBergen (COR)
Costco Wholesale Corporation (COST)
UnitedHealth (UNH)

View all positions for Wellington Wealth Strategies

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