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Ishares Tr core tl usd bd shares owned by Essential Planning

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

Historical chart of Essential Planning 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 Essential Planning 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $622k 14k 46.07
2023-09-30 $228k 5.2k 43.71

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View all positions for Essential Planning

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
Janney Montgomery Scott
Bank of New York Mellon
Mariner Wealth Advisors
United Capital Financial Advisers

View all funds holding Ishares Tr core tl usd bd