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iShares Barclays Credit Bond Fund shares owned by Family Wealth Group

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

Historical chart of Family Wealth 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 Family Wealth 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 Family Wealth Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.8M 36k 50.21
2024-03-31 $1.7M 33k 50.77
2023-12-31 $1.8M 36k 51.26

More positions owned by Family Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Apple (AAPL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Usd Inv Grde Etf (USIG)
Microsoft Corporation (MSFT)
Aim Etf Products Trust Us Larcp B10 Mar (MART)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Family Wealth Group

Top funds holding iShares Barclays Credit Bond Fund

Bank of America Corporation
Empower Advisory Group
Branch Banking & Trust Company
Japan Science & Technology Agency
BlackRock
Assetmark
BlackRock
Envestnet Asset Management
Tiaa Trust, National Association
Hanson McClain Advisors
Goodman & Company, Investment Counsel
Stifel Financial
Franklin Resources
Morgan Stanley
ValMark Advisers

View all funds holding iShares Barclays Credit Bond Fund