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iShares Barclays Credit Bond Fund shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group 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 SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $440k 8.6k 51.05
2023-09-30 $558k 12k 48.07
2023-06-30 $690k 14k 50.09
2023-03-31 $1.8M 36k 50.66
2022-12-31 $3.1M 62k 49.11

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding iShares Barclays Credit Bond Fund

Bank of America Corporation
Empower Advisory Group
Branch Banking & Trust Company
UBS Group
Assetmark
Hanson McClain Advisors
Stifel Financial
Tiaa Trust, National Association
Diam
ValMark Advisers
Bank of New York Mellon
AE Wealth Management
Sensible Financial Planning & Management
Merit Financial Group
Mather Group

View all funds holding iShares Barclays Credit Bond Fund