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iShares Barclays 1-3 Year Cred Bd Fd ETF shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth Partners 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 SIMA Wealth Partners 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 SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 23k 52.56
2025-12-31 $1.7M 31k 52.88
2025-09-30 $1.9M 35k 53.03

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

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

Northern Trust
Matson Money
BlackRock
EP Wealth Advisors
Charles Schwab Investment Management
Ameriprise Financial
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Babson Capital Management
Goldman Sachs Group
Pure Financial Advisors
UBS Group
The Allstate Corporation
Captrust Financial Advisors

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