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iShares Barclays 1-3 Year Cred Bd Fd ETF shares owned by Compass Planning Associates

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

Historical chart of Compass Planning Associates 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 Compass Planning Associates 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 Compass Planning Associates

Quarter filed Position value Share count Share price at filing
2026-09-30 $4.1M 81k 51.23

More positions owned by Compass Planning Associates

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Mrngstr Val Etf (VTV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard World Mrngstr Val Etf (MGV)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Vanguard Index Fds Mrngstr Sml Cap (VB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Vanguard Index Fds Mrngstr Mid Cap (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Compass Planning Associates

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

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Ameriprise Financial
The Allstate Corporation
Bank of America Corporation
Babson Capital Management
Envestnet Asset Management
Goldman Sachs Group
Captrust Financial Advisors
UBS Group
Wells Fargo & Company
Raymond James Financial
Charles Schwab Investment Management

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