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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
2024-03-31 $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)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

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

Charles Schwab Investment Management
Matson Money
NYL Investors
Goldman Sachs Group
Bank of America Corporation
Dai-Ichi Life Insurance Company
The Allstate Corporation
Arch Capital Group
SPX Equities Gestao de Recursos
UBS Group
Royal Bank of Canada
Pnc Financial Services
Wells Fargo & Company
Jpmorgan Chase & Co
EP Wealth Advisors

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