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iShares Barclays Credit Bond Fund shares owned by Erickson Financial Group

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

Historical chart of Erickson Financial 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 Erickson Financial 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 Erickson Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 75k 51.26
2023-09-30 $3.6M 75k 48.07
2023-06-30 $3.7M 74k 50.09
2023-03-31 $3.4M 66k 50.66
2022-12-31 $3.2M 66k 49.11

More positions owned by Erickson Financial Group

Vanguard World Mega Grwth Ind (MGK)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 2000 Grw Etf (IWO)
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Johnson & Johnson (JNJ)
Ishares Tr National Mun Etf (MUB)

View all positions for Erickson Financial 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