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iShares Barclays Credit Bond Fund shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth Partners 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 SIMA Wealth Partners 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 SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.9M 194k 51.23
2025-12-31 $9.2M 178k 51.77
2025-09-30 $9.1M 173k 52.22

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding iShares Barclays Credit Bond Fund

Bank of America Corporation
UBS Group
Empower Advisory Group
Ameriprise Financial
Ubs Global Asset Management Americas
TIAA Wealth Investment Management
Branch Banking & Trust Company
Assetmark
Tiaa-cref Individual & Institutional Services
BlackRock
Stifel Financial
Envestnet Asset Management
Hanson McClain Advisors
North Dakota State Investment Board
Franklin Resources

View all funds holding iShares Barclays Credit Bond Fund