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iShares Barclays 1-3 Year Cred Bd Fd ETF shares owned by BerganKDV Wealth Management

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

Historical chart of BerganKDV Wealth Management 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 BerganKDV Wealth Management 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 BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.8M 55k 50.17
2023-03-31 $2.6M 51k 50.54
2022-12-31 $21k 418 49.82
2022-09-30 $16k 318 50.31
2022-06-30 $16k 318 50.31
2022-03-31 $24k 464 51.72
2021-12-31 $17k 318 53.46
2021-09-30 $17k 318 53.46
2021-06-30 $17k 318 53.46
2021-03-31 $17k 318 53.46
2020-12-31 $18k 318 56.60
2020-09-30 $17k 318 53.46
2020-06-30 $17k 318 53.46
2020-03-31 $17k 318 53.46
2019-12-31 $17k 318 53.46
2019-09-30 $17k 318 53.46
2019-06-30 $17k 318 53.46
2019-03-31 $17k 318 53.46
2018-12-31 $16k 318 50.31
2018-09-30 $16k 318 50.31
2018-06-30 $16k 159 100.63

More positions owned by BerganKDV Wealth Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for BerganKDV Wealth Management

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
Ameriprise Financial
Johns Hopkins University
Goldman Sachs Group
Babson Capital Management
Bank of America Corporation
Envestnet Asset Management
UBS Group
Pnc Financial Services
Pure Financial Advisors
EP Wealth Advisors

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