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

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 199k 52.66
2024-06-30 $7.7M 150k 51.24
2024-03-31 $921k 18k 51.28
2023-12-31 $838k 16k 51.27

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View all positions for Summit Financial

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

Charles Schwab Investment Management
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Matson Money
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Morgan Stanley
Goldman Sachs Group
Babson Capital Management
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
EP Wealth Advisors
Wells Fargo & Company

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