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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

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Quarterly 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
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