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

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

Historical chart of Octavia Wealth 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 Octavia Wealth 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.2M 108k 76.18
2025-06-30 $7.9M 103k 76.56

More positions owned by Octavia Wealth Advisors

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
NVIDIA Corporation (NVDA)
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Ishares Tr Cr 5 10 Yr Etf (IMTB)
Ishares Tr Core Us Aggbd Et (AGG)
Starboard Invt Tr Adaptive Alpha (AGOX)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Amazon (AMZN)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)

View all positions for Octavia Wealth 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