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iShares Barclays 1-3 Year Cred Bd Fd ETF shares owned by Lutz Financial Services

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

Historical chart of Lutz Financial Services investment in iShares Barclays 1-3 Year Cred Bd Fd ETF

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All positions including iShares Barclays 1-3 Year Cred Bd Fd ETF held by Lutz Financial Services 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 Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $26M 480k 53.03
2025-06-30 $25M 477k 52.76
2025-03-31 $25M 483k 52.37
2024-12-31 $25M 482k 51.70
2024-09-30 $25M 476k 52.66
2024-06-30 $25M 481k 51.24
2024-03-31 $25M 483k 51.28
2023-12-31 $26M 499k 51.28
2023-09-30 $26M 516k 49.83
2023-06-30 $25M 505k 50.17
2023-03-31 $25M 499k 50.54
2022-12-31 $25M 507k 49.82
2022-09-30 $25M 513k 49.28
2022-06-30 $27M 537k 50.55
2022-03-31 $24M 464k 51.72
2021-12-31 $21M 396k 53.88
2021-09-30 $22M 393k 54.64
2021-06-30 $21M 390k 54.81
2021-03-31 $21M 386k 54.68
2020-12-31 $22M 391k 55.17
2020-09-30 $20M 361k 54.91
2020-06-30 $18M 326k 54.71
2020-03-31 $15M 287k 52.36
2019-12-31 $14M 254k 53.63
2019-09-30 $11M 195k 53.67
2019-06-30 $5.6M 106k 53.44
2019-03-31 $2.1M 40k 52.82
2018-12-31 $1.5M 29k 51.63
2018-09-30 $1.7M 33k 51.82
2018-06-30 $1.4M 14k 103.73
2018-03-31 $1.8M 18k 103.82
2017-12-31 $1.9M 18k 104.56

More positions owned by Lutz Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Mbs Etf (MBB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Lutz Financial Services

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

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