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Advisor Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Advisor Group’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.34M Sell
23,095
-2,335
-9% -$136K 0.01% 1021
2019
Q3 		$1.48M Sell
25,430
-703
-3% -$40.6K 0.01% 920
2019
Q2 		$1.49M Buy
26,133
+587
+2% +$32.6K 0.01% 899
2019
Q1 		$1.41M Sell
25,546
-433
-2% -$23.4K 0.01% 887
2018
Q4 		$1.38M Sell
25,979
-4,398
-14% -$232K 0.01% 789
2018
Q3 		$1.63M Sell
30,377
-111
-0.4% -$5.96K 0.02% 732
2018
Q2 		$1.63M Sell
30,488
-2,720
-8% -$146K 0.02% 627
2018
Q1 		$1.81M Buy
33,208
+7,438
+29% +$408K 0.02% 595
2017
Q4 		$1.44M Buy
25,770
+482
+2% +$27K 0.02% 699
2017
Q3 		$1.42M Buy
25,288
+2,710
+12% +$152K 0.02% 641
2017
Q2 		$1.26M Sell
22,578
-1,028
-4% -$57.1K 0.02% 643
2017
Q1 		$1.3M Sell
23,606
-2,484
-10% -$136K 0.03% 602
2016
Q4 		$1.42M Buy
26,090
+3,872
+17% +$214K 0.03% 524
2016
Q3 		$1.26M Sell
22,218
-18
-0.1% -$1.02K 0.03% 555
2016
Q2 		$1.26M Buy
+22,236
New +$1.24M 0.03% 533

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Advisor Group's USIG Position: Q4 2019 in Review

Advisor Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 9.2% in Q4 2019, selling an estimated $136K and leaving 23,095 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #1021.

Advisor Group first reported a position in USIG in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.81M in Q1 2018. 163 funds tracked by Wall St. Rank hold USIG as of Q4 2019.

  • Advisor Group held 23,095 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.34M as of Q4 2019.
  • Advisor Group sold 2,335 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $136K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1021 holding.
  • Advisor Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.81M in Q1 2018.
  • 163 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.