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iShares Barclays 1-3 Year Cred Bd Fd ETF shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies 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 Wellington Wealth Strategies 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 Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.9M 116k 51.28

More positions owned by Wellington Wealth Strategies

Eli Lilly & Co. (LLY)
Vanguard Mid Cap Etf Mid Cap Etf (VO)
Invesco S&p Smallcap 600 Rev Etf S&p Smallcap 600 (RWJ)
Alphabet Inc. Class C Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Ishs 1-5yr Invs (IGSB)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Meta Platforms Inc Class A Cl A (META)
Apple (AAPL)
Invesco Senior Loan Etf Sr Ln Etf (BKLN)
Amazon (AMZN)
Xtrackers Msci Eafe Hdgd Eqy Etf Xtrack Msci Eafe (DBEF)
Merck & Co (MRK)
Vanguard Small Cap Growth Etf Sml Cp Grw Etf (VBK)
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)

View all positions for Wellington Wealth Strategies

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

Charles Schwab Investment Management
Northern Trust
Japan Science & Technology Agency
Matson Money
Ameriprise Financial
Johns Hopkins University
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Dai-Ichi Life Insurance Company
BlackRock
Babson Capital Management
FMR
The Allstate Corporation
Arch Capital Group

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