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iShares S&P/Citigroup 1-3 Year Int Trsry shares owned by Heritage Financial Services

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

Historical chart of Heritage Financial Services 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 Heritage Financial Services 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 Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $324k 4.3k 76.18

More positions owned by Heritage Financial Services

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

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