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iShares Barclays 1-3 Year Cred Bd Fd ETF shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $452k 8.7k 51.70
2024-09-30 $460k 8.7k 52.66
2024-06-30 $456k 8.9k 51.24
2024-03-31 $399k 7.8k 51.28
2023-12-31 $551k 11k 51.28
2023-09-30 $543k 11k 49.83

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
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Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Small Cp Etf (VB)
Meta Platforms Cl A (META)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchange-traded Senior Ln Fd (FTSL)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

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

Northern Trust
Charles Schwab Investment Management
Japan Science & Technology Agency
Matson Money
Ameriprise Financial
BlackRock
NYL Investors
Goldman Sachs Group
Morgan Stanley
Bank of America Corporation
Babson Capital Management
EP Wealth Advisors
UBS Group
Envestnet Asset Management
The Allstate Corporation

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