Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

iShares Barclays Inter Crd Bd Fund ETF) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of iShares Barclays Inter Crd Bd Fund ETF) (IGIB) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in iShares Barclays Inter Crd Bd Fund ETF)

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays Inter Crd Bd Fund ETF) held by Holt Capital Advisors, L.L.C. dba Holt Capital 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 Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 83k 52.00
2023-09-30 $4.1M 84k 48.65
2023-06-30 $4.2M 83k 50.57
2023-03-31 $4.3M 83k 51.28
2022-12-31 $4.4M 88k 49.51
2022-09-30 $5.7M 118k 48.28
2022-06-30 $6.3M 124k 51.06
2022-03-31 $8.4M 153k 54.87
2021-12-31 $10M 170k 59.27
2021-09-30 $9.9M 165k 60.06
2021-06-30 $9.9M 163k 60.52
2021-03-31 $9.9M 167k 59.23
2020-12-31 $10M 162k 61.79
2020-09-30 $9.7M 160k 60.81
2020-06-30 $9.7M 161k 60.38
2020-03-31 $8.8M 160k 54.92
2019-12-31 $9.2M 159k 57.98
2019-09-30 $8.5M 147k 57.92
2019-06-30 $8.4M 147k 56.95
2019-03-31 $7.9M 144k 55.14
2018-12-31 $7.7M 147k 52.42
2018-09-30 $7.3M 138k 53.10
2018-06-30 $7.0M 66k 106.24
2018-03-31 $7.0M 65k 107.23
2017-12-31 $5.8M 53k 109.22
2017-09-30 $5.9M 53k 110.17
2017-06-30 $5.8M 53k 109.78
2017-03-31 $5.7M 52k 108.97
2016-12-31 $5.4M 50k 108.20
2016-09-30 $5.3M 47k 111.36
2016-06-30 $5.2M 47k 111.26
2016-03-31 $5.0M 45k 109.68
2015-12-31 $4.6M 43k 107.29
2015-09-30 $4.3M 40k 108.61
2015-06-30 $3.9M 36k 108.87
2015-03-31 $2.6M 23k 110.69
2014-12-31 $2.2M 20k 109.35
2014-09-30 $1.9M 18k 109.29
2014-06-30 $1.5M 13k 110.22
2014-03-31 $1.1M 10k 109.10
2013-12-31 $909k 8.4k 107.93

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding iShares Barclays Inter Crd Bd Fund ETF)

Goldman Sachs Group
Charles Schwab Investment Management
The Allstate Corporation
Bank of America Corporation
Assetmark
Us Bancorp
Matson Money
Gradient Investments
One Capital Management
Wells Fargo & Company
UBS Group
Royal Bank of Canada
United Capital Financial Advisers
Raymond James & Associates
Bank of New York Mellon

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