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Ishares Tr core tl usd bd shares owned by Adapt Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr core tl usd bd (IUSB) shares owned by Adapt Wealth Advisors from 13F filings

Historical chart of Adapt Wealth Advisors investment in Ishares Tr core tl usd bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core tl usd bd held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core tl usd bd by Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.5M 186k 45.59

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Total Usd (IUSB)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Tr Mbs Etf (MBB)
Wisdomtree Tr India Erngs Fd (EPI)
Invesco Van Kampen Senior Income Trust (VVR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Adapt Wealth Advisors

Top funds holding Ishares Tr core tl usd bd

Envestnet Asset Management
BlackRock
Wells Fargo & Company
LPL Financial
Northwestern Mutual Wealth Management Company
CWM
Envestnet Portfolio Solutions
Morgan Stanley
Jpmorgan Chase & Co
Park Avenue Securities
Ameriprise Financial
Cetera Investment Advisers
Janney Montgomery Scott
Bank of New York Mellon
Mariner Wealth Advisors

View all funds holding Ishares Tr core tl usd bd