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iShares Barclays Credit Bond Fund shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of iShares Barclays Credit Bond Fund (USIG) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors 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 Beacon Pointe Advisors 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $869k 17k 51.26
2023-09-30 $430k 9.0k 48.07
2023-06-30 $420k 8.4k 50.09
2023-03-31 $393k 7.8k 50.66
2022-12-31 $369k 7.5k 49.11

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
Lennox International (LII)
Microsoft Corporation Put Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Amazon Call Option (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Beacon Pointe Advisors

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