Cassady Wealth & Retirement Planning »

iShares Barclays Credit Bond Fund shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of iShares Barclays Credit Bond Fund (USIG) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning 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 Cassady Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Barclays Credit Bond Fund by Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $238k 4.6k 51.77

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Capital Group Core Balanced SHS (CGBL)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding iShares Barclays Credit Bond Fund

Tiaa Trust, National Association
Empower Advisory Group
Ameriprise Financial
Branch Banking & Trust Company
Assetmark
BlackRock
Envestnet Asset Management
Stifel Financial
Hanson McClain Advisors
North Dakota State Investment Board
Franklin Resources
UBS Group
Sei Investments
Ubs Global Asset Management Americas
ValMark Advisers

View all funds holding iShares Barclays Credit Bond Fund