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iShares Barclays Credit Bond Fund shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 28k 52.58
2024-06-30 $1.6M 32k 50.21
2024-03-31 $359k 7.1k 50.77
2023-12-31 $451k 8.8k 51.26
2023-09-30 $423k 8.8k 48.07
2023-06-30 $441k 8.8k 50.09

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View all positions for Summit Financial

Top funds holding iShares Barclays Credit Bond Fund

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

View all funds holding iShares Barclays Credit Bond Fund