iShares Barclays Credit Bond Fund shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares Barclays Credit Bond Fund (USIG) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in iShares Barclays Credit Bond Fund
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Quarterly reported holdings in iShares Barclays Credit Bond Fund by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 26k | 50.77 |
| 2023-12-31 | $3.0M | 59k | 51.26 |
| 2023-09-30 | $5.3M | 111k | 48.07 |
| 2023-06-30 | $6.9M | 138k | 50.09 |
| 2023-03-31 | $7.0M | 142k | 49.59 |
| 2022-12-31 | $6.9M | 141k | 49.11 |
| 2022-09-30 | $7.0M | 145k | 48.05 |
| 2022-06-30 | $7.5M | 148k | 50.97 |
| 2022-03-31 | $9.7M | 176k | 55.04 |
| 2021-12-31 | $13M | 225k | 59.74 |
| 2021-09-30 | $22M | 369k | 60.10 |
| 2021-06-30 | $32M | 522k | 60.59 |
| 2021-03-31 | $24M | 402k | 59.04 |
| 2020-12-31 | $13M | 210k | 61.97 |
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