Waterloo Capital »

iShares Barclays Credit Bond Fund shares owned by Waterloo Capital

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

Historical chart of Waterloo 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 Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Barclays Credit Bond Fund by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $9.5M 190k 50.21
2024-03-31 $8.7M 171k 50.77
2023-09-30 $3.0M 62k 48.07

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for Waterloo Capital

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