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

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

Historical chart of Summit Trail 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 Summit Trail 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $179M 2.4M 76.18
2025-06-30 $168M 2.2M 76.56

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Ishares Tr 3yrtb Etf (ISHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amphenol Corp Cl A (APH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Summit Trail 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