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iShares Barclays Credit Bond Fund shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial Advisors 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 Valeo Financial Advisors 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 32k 49.39
2023-12-31 $1.5M 30k 51.26
2023-09-30 $1.4M 29k 48.07
2023-06-30 $1.4M 28k 50.09
2023-03-31 $1.4M 28k 50.66
2022-12-31 $1.4M 28k 49.11

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Ishares Core Msci Emerging Mkts Etf (IEMG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
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Ishares S&p 500 Index Etf (IVV)
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Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Microsoft Stock (MSFT)
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Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Nvidia Corp Stock (NVDA)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Valeo Financial Advisors

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