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iShares Barclays Credit Bond Fund shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of iShares Barclays Credit Bond Fund (USIG) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in iShares Barclays Credit Bond Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays Credit Bond Fund held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays Credit Bond Fund by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 55k 51.26
2023-09-30 $2.8M 58k 48.07
2023-06-30 $2.8M 56k 50.09
2023-03-31 $2.4M 48k 50.66
2022-12-31 $1.7M 35k 49.11
2022-09-30 $1.5M 31k 48.04
2022-06-30 $2.0M 39k 50.96
2022-03-31 $2.0M 37k 55.05

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding iShares Barclays Credit Bond Fund

Bank of America Corporation
Empower Advisory Group
Branch Banking & Trust Company
UBS Group
Assetmark
Hanson McClain Advisors
Stifel Financial
Tiaa Trust, National Association
Diam
ValMark Advisers
Bank of New York Mellon
AE Wealth Management
Sensible Financial Planning & Management
Merit Financial Group
Mather Group

View all funds holding iShares Barclays Credit Bond Fund