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iShares S&P/Citigroup 1-3 Year Int Trsry shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 33k 75.24
2025-09-30 $2.4M 31k 76.18
2025-06-30 $1.9M 25k 76.56

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

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

Rock Creek Group
Summit Trail Advisors
NewEdge Wealth
Royal Bank of Canada
Inlight Wealth Management
Checchi Capital Advisers
Cascade Financial Partners
Atlantic Trust
SB Capital Management
UBS Group
Plum Street Advisors
Beacon Pointe Advisors
Octavia Wealth Advisors
Mayport
Cresset Asset Management

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