iShares Barclays 1-3 Year Cred Bd Fd ETF shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares Barclays 1-3 Year Cred Bd Fd ETF
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Quarterly reported holdings in iShares Barclays 1-3 Year Cred Bd Fd ETF by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 322k | 52.66 |
| 2024-06-30 | $17M | 326k | 51.24 |
| 2024-03-31 | $17M | 323k | 51.28 |
| 2023-12-31 | $16M | 320k | 51.28 |
| 2023-09-30 | $16M | 326k | 49.83 |
| 2023-06-30 | $16M | 323k | 50.17 |
| 2023-03-31 | $16M | 319k | 50.54 |
| 2022-12-31 | $16M | 317k | 49.82 |
| 2022-09-30 | $16M | 324k | 49.28 |
| 2022-06-30 | $17M | 336k | 50.55 |
| 2022-03-31 | $16M | 305k | 51.72 |
| 2021-12-31 | $16M | 303k | 53.88 |
| 2021-09-30 | $14M | 262k | 54.64 |
| 2021-06-30 | $13M | 244k | 54.81 |
| 2021-03-31 | $13M | 231k | 54.68 |
| 2020-12-31 | $12M | 214k | 55.17 |
| 2020-09-30 | $11M | 194k | 54.91 |
| 2020-06-30 | $9.6M | 176k | 54.71 |
| 2020-03-31 | $9.2M | 175k | 52.36 |
| 2019-12-31 | $10M | 187k | 53.63 |
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