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iShares Barclays 1-3 Year Cred Bd Fd ETF shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth Advisors 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 Heartwood Wealth Advisors 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 Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $329k 6.2k 52.88
2025-09-30 $330k 6.2k 53.03
2025-06-30 $328k 6.2k 52.76
2025-03-31 $326k 6.2k 52.37

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

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

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

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