iShares Barclays 1-3 Year Cred Bd Fd ETF shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in iShares Barclays 1-3 Year Cred Bd Fd ETF
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Quarterly reported holdings in iShares Barclays 1-3 Year Cred Bd Fd ETF by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $525k | 10k | 51.28 |
| 2023-12-31 | $2.0M | 39k | 51.28 |
| 2023-09-30 | $722k | 15k | 49.83 |
| 2023-06-30 | $745k | 15k | 50.17 |
| 2023-03-31 | $666k | 13k | 50.54 |
| 2022-12-31 | $1.0M | 20k | 49.82 |
| 2022-09-30 | $929k | 19k | 49.26 |
| 2022-06-30 | $968k | 19k | 50.60 |
| 2022-03-31 | $999k | 19k | 51.72 |
| 2021-12-31 | $1.2M | 22k | 53.90 |
| 2021-09-30 | $1.1M | 21k | 54.62 |
| 2021-06-30 | $1.2M | 21k | 54.81 |
| 2021-03-31 | $1.3M | 24k | 54.68 |
| 2020-12-31 | $1.3M | 24k | 55.19 |
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