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iShares Barclays Credit Bond Fund shares owned by Fundamentun

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

Historical chart of Fundamentun 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 Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 44k 52.22
2025-06-30 $2.3M 45k 51.44
2025-03-31 $2.2M 42k 51.08
2024-12-31 $2.1M 42k 50.28
2024-09-30 $677k 13k 52.58

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Core Intl Aggr (IAGG)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Fundamentun

Top funds holding iShares Barclays Credit Bond Fund

Tiaa Trust, National Association
Empower Advisory Group
Ameriprise Financial
Assetmark
Branch Banking & Trust Company
BlackRock
Envestnet Asset Management
Hanson McClain Advisors
Franklin Resources
Stifel Financial
UBS Group
Sei Investments
ValMark Advisers
LPL Financial
Morgan Stanley

View all funds holding iShares Barclays Credit Bond Fund