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iShares Barclays 1-3 Year Cred Bd Fd ETF shares owned by Roger Wittlin Investment Advisory

Quarter-by-quarter ownership of iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) shares owned by Roger Wittlin Investment Advisory from 13F filings

Historical chart of Roger Wittlin Investment Advisory investment in iShares Barclays 1-3 Year Cred Bd Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays 1-3 Year Cred Bd Fd ETF held by Roger Wittlin Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays 1-3 Year Cred Bd Fd ETF by Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 53k 51.28
2023-12-31 $4.8M 94k 51.28
2023-09-30 $4.6M 92k 49.83
2023-06-30 $4.7M 93k 50.17
2023-03-31 $4.7M 93k 50.54
2022-12-31 $4.2M 85k 49.82
2022-09-30 $145k 3.0k 49.12

More positions owned by Roger Wittlin Investment Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Roger Wittlin Investment Advisory

Top funds holding iShares Barclays 1-3 Year Cred Bd Fd ETF

Charles Schwab Investment Management
Northern Trust
Matson Money
Ameriprise Financial
Johns Hopkins University
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Dai-Ichi Life Insurance Company
BlackRock
Babson Capital Management
FMR
The Allstate Corporation
Arch Capital Group
NYL Investors

View all funds holding iShares Barclays 1-3 Year Cred Bd Fd ETF