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iShares S&P/Citigroup 1-3 Year Int Trsry shares owned by New Capital Management

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

Historical chart of New Capital Management 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 New Capital Management 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 New Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 33k 76.18
2025-06-30 $2.1M 27k 76.56

More positions owned by New Capital Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Rbb Fund Trust Longview Advantg (EBI)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr TRS FLT RT BD (TFLO)
Dimensional Etf Trust International (DFSI)
Pepsi (PEP)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Intl Aggr (IAGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for New Capital Management

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