1620 INVESTMENT ADVISORS, INC.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 23, 2024
Value $
$130M
Signature - Title
Michelle Johnston - Office Manager
Location
36 Cordage Park Circle, Suite 217, Plymouth, MA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 593 $130M +$35.3M -$2.55M +$32.8M SPIB, IEF, QEFA, SPTS, TY 13F-HR 7/23/2024, 03:09 PM
Q1 2024 144 $83.5M +$8.27M -$6.54M +$1.73M SPIB, IEF, QEFA, TY, JPM 13F-HR 5/13/2024, 09:35 AM
Q4 2023 136 $89M +$9.54M -$8.17M +$1.37M SPIB, IEF, QEFA, TY, SUB 13F-HR 2/9/2024, 04:50 PM
Q3 2023 141 $82M +$8.18M -$10.3M -$2.11M SPIB, IEF, QEFA, TY, SUB 13F-HR 11/9/2023, 09:58 AM
Q2 2023 138 $86.1M +$9.88M -$6.39M +$3.5M SPIB, IEF, QEFA, TY, SUB 13F-HR 8/14/2023, 04:52 PM
Q1 2023 130 $81.9M +$7.16M -$10.2M -$3M SPIB, IEF, TY, QEFA, SUB 13F-HR 5/10/2023, 08:41 AM
Q4 2022 134 $82M +$12.9M -$2.96M +$9.98M SPIB, IEF, TY, FLRN, QEFA 13F-HR 2/13/2023, 06:51 PM
Q3 2022 118 $67.8M +$5.51M -$5.95M -$444K SPIB, IEF, TY, TIP, FLRN 13F-HR 11/14/2022, 02:08 PM
Q2 2022 121 $68.3M +$11.8M -$17.2M -$5.45M SPIB, IEF, TIP, FLRN, AAPL 13F-HR 8/8/2022, 08:12 PM
Q1 2022 120 $88.6M +$2.54M $0 +$2.54M SPIB, TIP, TY, MSFT, AAPL 13F-HR 5/16/2022, 01:20 PM
Q4 2021 118 $89.3M $0 $0 SPIB, TIP, TY, MSFT, AAPL 13F-HR 5/16/2022, 01:27 PM