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iShares Barclays Credit Bond Fund shares owned by Capstone Wealth Management Group

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

Historical chart of Capstone Wealth Management 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 Capstone Wealth Management 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 Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 21k 50.77
2023-12-31 $1.1M 21k 51.26

More positions owned by Capstone Wealth Management Group

Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Short Treas Bd (SHV)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Short (SPSB)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Capstone Wealth Management Group

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