Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

iShares Barclays 1-3 Year Cred Bd Fd ETF shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in iShares Barclays 1-3 Year Cred Bd Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays 1-3 Year Cred Bd Fd ETF held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays 1-3 Year Cred Bd Fd ETF by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.6M 130k 51.28
2023-09-30 $6.3M 126k 49.83
2023-06-30 $6.3M 127k 50.17
2023-03-31 $6.3M 125k 50.54
2022-12-31 $6.2M 125k 49.82
2022-09-30 $1.7M 35k 49.27
2022-06-30 $1.2M 25k 50.56
2022-03-31 $3.0M 59k 51.72
2021-12-31 $3.3M 61k 53.87
2021-09-30 $3.3M 60k 54.63
2021-06-30 $3.3M 60k 54.82
2021-03-31 $3.3M 60k 54.68
2020-12-31 $3.4M 62k 55.16
2020-09-30 $3.3M 60k 54.91
2020-06-30 $3.3M 60k 54.71
2020-03-31 $3.1M 60k 52.36
2019-12-31 $3.2M 60k 53.64
2019-09-30 $2.1M 40k 53.66
2019-06-30 $2.3M 43k 53.45
2019-03-31 $2.2M 41k 52.82
2018-12-31 $3.3M 63k 51.63
2018-09-30 $3.3M 64k 51.82
2018-06-30 $3.3M 32k 103.71
2018-03-31 $3.3M 32k 103.79
2017-12-31 $3.2M 31k 104.55
2017-09-30 $3.3M 31k 105.36
2017-06-30 $3.3M 31k 105.30
2017-03-31 $3.2M 31k 105.24
2016-12-31 $3.2M 30k 104.94
2016-09-30 $3.2M 30k 105.77
2016-06-30 $3.2M 30k 106.10
2016-03-31 $3.1M 30k 105.42
2015-12-31 $3.5M 34k 104.60
2015-09-30 $3.0M 29k 105.13
2015-06-30 $3.2M 30k 105.33
2015-03-31 $3.2M 31k 105.52
2014-12-31 $3.2M 31k 105.19
2014-09-30 $3.2M 31k 105.30
2014-06-30 $3.2M 30k 105.67
2014-03-31 $2.8M 27k 105.47
2013-12-31 $2.6M 25k 105.47

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding iShares Barclays 1-3 Year Cred Bd Fd ETF

Charles Schwab Investment Management
Matson Money
NYL Investors
Goldman Sachs Group
Bank of America Corporation
Dai-Ichi Life Insurance Company
The Allstate Corporation
Arch Capital Group
SPX Equities Gestao de Recursos
UBS Group
Royal Bank of Canada
Pnc Financial Services
Wells Fargo & Company
Jpmorgan Chase & Co
EP Wealth Advisors

View all funds holding iShares Barclays 1-3 Year Cred Bd Fd ETF