Lifeworks Advisors »

Ishares Tr core tl usd bd shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks 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 Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $801k 18k 45.59

More positions owned by Lifeworks Advisors

Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Mbs Etf (MBB)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Johnson & Johnson (JNJ)
Merck & Co (MRK)
Microsoft Corporation (MSFT)
Otis Worldwide Corp (OTIS)
Eli Lilly & Co. (LLY)
Campbell Soup Company (CPB)

View all positions for Lifeworks 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