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iShares Barclays Credit Bond Fund shares owned by Shared Vision Wealth Group

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

Historical chart of Shared Vision Wealth 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 Shared Vision Wealth 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $431k 8.2k 52.58
2024-06-30 $436k 8.7k 50.21
2024-03-31 $689k 14k 50.77
2023-12-31 $910k 18k 51.26

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Shared Vision Wealth Group

Top funds holding iShares Barclays Credit Bond Fund

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

View all funds holding iShares Barclays Credit Bond Fund