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

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

Historical chart of Peak Planning Group 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 Peak Planning Group 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 Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 22k 52.56

More positions owned by Peak Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Applied Materials (AMAT)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Allspring Income Opportunit Inc Oppty Fd (EAD)
First Tr Inter Duration Pfd & Income (FPF)
JPMorgan Chase & Co. (JPM)

View all positions for Peak Planning Group

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
Babson Capital Management
Pure Financial Advisors
Envestnet Asset Management
The Allstate Corporation
UBS Group
Captrust Financial Advisors
Raymond James Financial
Pnc Financial Services

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