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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

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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
2025-09-30 $15M 284k 53.03
2025-06-30 $15M 277k 52.76
2025-03-31 $14M 258k 52.37
2024-12-31 $12M 232k 51.70
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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Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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

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

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