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iShares Barclays Credit Bond Fund shares owned by K2 Financial

Quarter-by-quarter ownership of iShares Barclays Credit Bond Fund (USIG) shares owned by K2 Financial from 13F filings

Historical chart of K2 Financial 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 K2 Financial 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 K2 Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 53k 52.28
2025-06-30 $2.4M 48k 50.73
2025-03-31 $1.9M 38k 49.93
2024-12-31 $1.8M 36k 49.67

More positions owned by K2 Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Shrt Nat Mun Etf (SUB)
Spdr Series Trust Portfli High Yld (SPHY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for K2 Financial

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