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iShares S&P/Citigroup 1-3 Year Int Trsry shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of iShares S&P/Citigroup 1-3 Year Int Trsry (ISHG) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in iShares S&P/Citigroup 1-3 Year Int Trsry

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P/Citigroup 1-3 Year Int Trsry held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P/Citigroup 1-3 Year Int Trsry by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 59k 76.18

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Lennox International (LII)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)

View all positions for Beacon Pointe Advisors

Top funds holding iShares S&P/Citigroup 1-3 Year Int Trsry

Summit Trail Advisors
Rock Creek Group
Royal Bank of Canada
Proficio Capital Partners
Morgan Stanley
Inlight Wealth Management
Checchi Capital Advisers
UBS Group
MinichMacGregor Wealth Management
Octavia Wealth Advisors
Plum Street Advisors
Atlantic Trust
Beacon Pointe Advisors
Kovitz Investment Group Partners
Cascade Financial Partners

View all funds holding iShares S&P/Citigroup 1-3 Year Int Trsry