GoalVest Advisory »

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

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

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

Quarter filed Position value Share count Share price at filing
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

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Microsoft Corp Stock (MSFT)
Ishares Select Dividend Etf Etf (DVY)
Jpmorgan Chase & Co Stock (JPM)
Amazon Stock (AMZN)
Abbvie Stock (ABBV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Visa Inc Com Cl A Stock (V)

View all positions for GoalVest Advisory

Top funds holding Ishares Tr edge invt grde

CWM
Hennion & Walsh Asset Management
State of New Jersey Common Pension Fund D
Waller Financial Planning Group
Bank of America Corporation
Janney Montgomery Scott
Cambridge Investment Research Advisors
Ameliora Wealth Management
Fundamentun
United Capital Financial Advisers
Paragon Wealth Strategies
Private Advisor
McGlone Suttner Wealth Management
DORVAL Corp
Betterment

View all funds holding Ishares Tr edge invt grde