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Ishares Tr core tl usd bd shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Ishares Tr core tl usd bd (IUSB) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $567k 12k 46.07
2023-09-30 $679k 16k 43.72
2023-06-30 $644k 14k 45.47
2023-03-31 $621k 13k 46.15

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View all positions for Cape Investment Advisory

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