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iShares Barclays 1-3 Year Cred Bd Fd ETF shares owned by Caldwell Trust

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

Historical chart of Caldwell Trust investment in iShares Barclays 1-3 Year Cred Bd Fd ETF

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All positions including iShares Barclays 1-3 Year Cred Bd Fd ETF held by Caldwell Trust 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 Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 244k 53.03
2021-12-31 $42M 786k 53.88
2021-09-30 $42M 759k 54.64
2021-06-30 $37M 672k 54.81
2021-03-31 $31M 574k 54.68
2020-12-31 $26M 465k 55.17
2020-09-30 $18M 328k 54.91
2020-06-30 $10M 185k 54.71
2020-03-31 $9.0M 172k 52.36
2019-12-31 $8.6M 160k 53.63