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iShares Barclays Inter Crd Bd Fund ETF) shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of iShares Barclays Inter Crd Bd Fund ETF) (IGIB) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in iShares Barclays Inter Crd Bd Fund ETF)

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All positions including iShares Barclays Inter Crd Bd Fund ETF) held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays Inter Crd Bd Fund ETF) by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 29k 51.60
2023-12-31 $1.5M 30k 52.00
2023-09-30 $1.5M 31k 48.65
2018-03-31 $21k 195 107.69
2017-12-31 $21k 195 107.69

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
First Tr Exchange Traded Hlth Care Alph (FXH)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
Amazon (AMZN)

View all positions for Holistic Financial Partners

Top funds holding iShares Barclays Inter Crd Bd Fund ETF)

Financial Engines Advisors L.L.C
Prudential
Northern Trust
Charles Schwab Investment Management
Us Bancorp
Goldman Sachs Group
The Allstate Corporation
Envestnet Asset Management
Bank of America Corporation
Morgan Stanley
Assetmark
FMR
One Capital Management
Ameriprise Financial
Matson Money

View all funds holding iShares Barclays Inter Crd Bd Fund ETF)