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iShares Barclays Credit Bond Fund shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of iShares Barclays Credit Bond Fund (USIG) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group 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 Breakwater Capital Group 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 Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $923k 18k 52.22
2025-06-30 $688k 13k 51.44
2025-03-31 $786k 15k 51.08
2024-12-31 $872k 17k 50.28
2024-09-30 $845k 16k 52.58
2024-06-30 $925k 18k 50.21

More positions owned by Breakwater Capital Group

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Faln Angls Usd (FALN)

View all positions for Breakwater Capital Group

Top funds holding iShares Barclays Credit Bond Fund

Tiaa Trust, National Association
Empower Advisory Group
Ameriprise Financial
Assetmark
Branch Banking & Trust Company
BlackRock
Envestnet Asset Management
Hanson McClain Advisors
Franklin Resources
Stifel Financial
UBS Group
Sei Investments
ValMark Advisers
LPL Financial
Morgan Stanley

View all funds holding iShares Barclays Credit Bond Fund