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iShares Barclays Credit Bond Fund shares owned by Sonata Capital

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

Historical chart of Sonata Capital 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 Sonata Capital 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 Sonata Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $240k 4.7k 50.79
2023-12-31 $242k 4.7k 51.22
2023-09-30 $227k 4.7k 48.04
2023-06-30 $312k 6.2k 50.12
2023-03-31 $315k 6.2k 50.60
2022-12-31 $306k 6.2k 49.16
2022-09-30 $299k 6.2k 48.03
2022-06-30 $317k 6.2k 50.92
2022-03-31 $343k 6.2k 55.10
2021-12-31 $372k 6.2k 59.76
2021-09-30 $404k 6.7k 60.07
2021-06-30 $407k 6.7k 60.52
2021-03-31 $402k 6.8k 59.03
2020-12-31 $422k 6.8k 61.97
2020-09-30 $414k 6.8k 60.79
2020-06-30 $411k 6.8k 60.35
2020-03-31 $381k 6.8k 55.95
2019-12-31 $397k 6.8k 58.30
2019-09-30 $397k 6.8k 58.30
2019-06-30 $389k 6.8k 57.12
2019-03-31 $376k 6.8k 55.21
2018-12-31 $361k 6.8k 53.01
2018-09-30 $483k 9.0k 53.61
2018-06-30 $534k 5.0k 107.23
2018-03-31 $543k 5.0k 109.04
2017-12-31 $558k 5.0k 112.05
2017-09-30 $559k 5.0k 112.25
2017-06-30 $478k 4.3k 111.68
2017-03-31 $470k 4.3k 109.81
2016-12-31 $467k 4.3k 109.11
2016-09-30 $487k 4.3k 113.79
2016-06-30 $485k 4.3k 113.32
2016-03-31 $411k 3.7k 110.19
2015-12-31 $398k 3.7k 106.70
2015-09-30 $407k 3.8k 108.53
2015-06-30 $434k 4.0k 108.50
2015-03-31 $459k 4.0k 113.47
2014-12-31 $452k 4.0k 111.74

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View all positions for Sonata Capital

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
Merit Financial Group
AE Wealth Management
Sensible Financial Planning & Management
Mather Group

View all funds holding iShares Barclays Credit Bond Fund