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iShares Barclays Credit Bond Fund shares owned by Financial Synergies Wealth Advisors

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

Historical chart of Financial Synergies Wealth Advisors 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 Financial Synergies Wealth Advisors 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 Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $969k 18k 52.58
2024-06-30 $922k 18k 50.21
2024-03-31 $756k 15k 50.77

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Financial Synergies Wealth Advisors

Top funds holding iShares Barclays Credit Bond Fund

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

View all funds holding iShares Barclays Credit Bond Fund