iShares Barclays 1-3 Year Cred Bd Fd ETF shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management 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 Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Barclays 1-3 Year Cred Bd Fd ETF by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $218k | 4.2k | 51.70 |
| 2024-09-30 | $375k | 7.3k | 51.28 |
| 2024-06-30 | $347k | 6.8k | 51.24 |
| 2024-03-31 | $375k | 7.3k | 51.28 |
| 2023-12-31 | $737k | 14k | 51.27 |
| 2023-09-30 | $1.1M | 21k | 49.83 |
| 2023-06-30 | $1.9M | 38k | 50.17 |
| 2023-03-31 | $2.2M | 45k | 50.02 |
| 2022-12-31 | $2.2M | 44k | 49.82 |
| 2022-09-30 | $2.3M | 48k | 49.26 |
| 2022-06-30 | $2.5M | 49k | 50.54 |
| 2022-03-31 | $2.9M | 55k | 51.72 |
| 2021-12-31 | $3.7M | 69k | 53.87 |
| 2021-09-30 | $2.7M | 49k | 54.63 |
| 2021-06-30 | $7.3M | 133k | 54.81 |
| 2021-03-31 | $6.9M | 126k | 54.68 |
| 2020-12-31 | $389k | 7.1k | 55.17 |
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