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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

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 291M1.5M2M20k30k40k
Value ($)Share countHistorical USIG position of Fundamentun Source: stockzoa.comValue ($)Share count

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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
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)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Investment Grade (IGEB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Fundamentun

Top funds holding iShares Barclays Credit Bond Fund

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

View all funds holding iShares Barclays Credit Bond Fund