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

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

Historical chart of Essential Planning 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 Essential Planning 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.0M 58k 51.99

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

Northern Trust
Matson Money
Ameriprise Financial
BlackRock
Charles Schwab Investment Management
Goldman Sachs Group
FMR
EP Wealth Advisors
Morgan Stanley
The Allstate Corporation
Babson Capital Management
Envestnet Asset Management
Pure Financial Advisors
UBS Group
Captrust Financial Advisors

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