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iShares Barclays 1-3 Year Cred Bd Fd ETF shares owned by Ballentine Capital Advisors

Quarter-by-quarter ownership of iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) shares owned by Ballentine Capital Advisors from 13F filings

Historical chart of Ballentine Capital Advisors investment in iShares Barclays 1-3 Year Cred Bd Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays 1-3 Year Cred Bd Fd ETF held by Ballentine Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays 1-3 Year Cred Bd Fd ETF by Ballentine Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.0M 171k 52.66
2024-06-30 $8.8M 171k 51.24
2024-03-31 $8.5M 167k 50.99
2023-12-31 $8.4M 164k 51.23

More positions owned by Ballentine Capital Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Flexshares Tr Mornstar Usmkt (TILT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr National Mun Etf (MUB)

View all positions for Ballentine Capital Advisors

Top funds holding iShares Barclays 1-3 Year Cred Bd Fd ETF

Charles Schwab Investment Management
Northern Trust
Japan Science & Technology Agency
Matson Money
BlackRock
BlackRock
Johns Hopkins University
Morgan Stanley
Goldman Sachs Group
Babson Capital Management
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
EP Wealth Advisors
Wells Fargo & Company

View all funds holding iShares Barclays 1-3 Year Cred Bd Fd ETF