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iShares Barclays Credit Bond Fund shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $30M 568k 52.22
2025-06-30 $28M 539k 51.44
2025-03-31 $27M 526k 51.08
2024-12-31 $329k 6.5k 50.28
2024-09-30 $223k 4.2k 52.58
2024-06-30 $201k 4.0k 50.21
2024-03-31 $277k 5.5k 50.77
2023-12-31 $204k 4.0k 51.26
2023-06-30 $318k 6.3k 50.09
2023-03-31 $326k 6.4k 50.66
2022-12-31 $336k 6.8k 49.11
2022-09-30 $286k 6.0k 48.00
2022-06-30 $370k 7.3k 50.94
2022-03-31 $319k 5.8k 55.01
2021-12-31 $345k 5.8k 59.77
2021-09-30 $366k 6.1k 60.02
2021-06-30 $371k 6.1k 60.65
2021-03-31 $379k 6.4k 59.06
2020-12-31 $188k 3.0k 62.01
2020-09-30 $184k 3.0k 60.73
2020-06-30 $184k 3.0k 60.73
2020-03-31 $168k 3.0k 55.45
2019-09-30 $35k 600 58.33
2019-06-30 $34k 600 56.67
2019-03-31 $33k 600 55.00
2018-12-31 $32k 600 53.33
2018-09-30 $32k 600 53.33
2018-06-30 $33k 305 108.20
2018-03-31 $33k 300 110.00
2017-12-31 $34k 300 113.33
2017-09-30 $34k 300 113.33
2017-06-30 $34k 300 113.33
2013-09-30 $27k 250 108.00

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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