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iShares Brclys Intrdte Gov/Crt Bd shares owned by Heritage Trust

Quarter-by-quarter ownership of iShares Brclys Intrdte Gov/Crt Bd (GVI) shares owned by Heritage Trust from 13F filings

Historical chart of Heritage Trust investment in iShares Brclys Intrdte Gov/Crt Bd

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All positions including iShares Brclys Intrdte Gov/Crt Bd held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Brclys Intrdte Gov/Crt Bd by Heritage Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 17k 107.44
2025-06-30 $1.9M 18k 106.79
2025-03-31 $1.9M 18k 106.02
2024-12-31 $1.9M 18k 104.23
2024-06-30 $2.0M 19k 103.73
2024-03-31 $2.0M 19k 103.98
2023-12-31 $2.0M 19k 104.76
2023-09-30 $1.9M 19k 101.33
2023-06-30 $2.0M 19k 102.90
2023-03-31 $2.0M 19k 104.49
2022-12-31 $2.0M 20k 102.46
2022-09-30 $2.0M 20k 101.68
2022-06-30 $2.2M 21k 105.55
2022-03-31 $2.2M 21k 108.54
2021-12-31 $2.4M 21k 113.74
2021-09-30 $2.4M 21k 115.13
2021-06-30 $2.5M 22k 115.61
2021-03-31 $2.6M 23k 114.84
2020-12-31 $2.7M 23k 117.63
2020-09-30 $2.7M 23k 117.75
2020-06-30 $2.7M 23k 117.71
2020-03-31 $2.5M 22k 114.70
2019-12-31 $2.6M 23k 112.65
2019-09-30 $2.7M 24k 113.22
2019-06-30 $1.7M 15k 112.27
2019-03-31 $1.2M 11k 110.25
2018-12-31 $545k 5.0k 108.13
2018-09-30 $541k 5.0k 107.34
2018-06-30 $463k 4.3k 107.82
2018-03-31 $465k 4.3k 108.29
2017-12-31 $134k 1.2k 109.39
2017-09-30 $136k 1.2k 111.02
2017-06-30 $136k 1.2k 111.02
2017-03-31 $135k 1.2k 110.20

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View all positions for Heritage Trust

Top funds holding iShares Brclys Intrdte Gov/Crt Bd

Stifel Financial
Eastern Bank
Choate Investment Advisors
Atlantic Trust
Envestnet Asset Management
Midwest Trust
Keybank National Association
Fifth Third Bancorp
German American Bancorp
Umb Bank N A
Pnc Financial Services
Bank of New York Mellon
Synovus Financial Corp.
Morgan Stanley
Jpmorgan Chase & Co

View all funds holding iShares Brclys Intrdte Gov/Crt Bd