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Ishares Tr edge invt grde shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Ishares Tr edge invt grde (IGEB) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Ishares Tr edge invt grde

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge invt grde held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge invt grde by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $166k 3.6k 46.04
2024-03-31 $7.0k 156 44.85
2023-12-31 $7.1k 156 45.24
2023-09-30 $21k 484 42.41
2023-06-30 $15k 328 44.19

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Top funds holding Ishares Tr edge invt grde

Envestnet Asset Management
LPL Financial
State of New Jersey Common Pension Fund D
Betterment
Fundamentun
Ameriprise Financial
Hennion & Walsh Asset Management
CWM
Mml Investors Services
Resources Investment Advisors
BlackRock
Morgan Stanley
Ameliora Wealth Management
Janney Montgomery Scott
Royal Bank of Canada

View all funds holding Ishares Tr edge invt grde