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American Portfolios Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$177K Sell
3,692
-157
-4% -$8K 0.01% 1060
2022
Q2 		$196K Sell
3,849
-204
-5% -$10.6K 0.01% 1053
2022
Q1 		$223K Buy
4,053
+380
+10% +$21.6K 0.01% 1112
2021
Q4 		$219K Buy
3,673
+1,027
+39% +$61.6K 0.01% 1113
2021
Q3 		$159K Sell
2,646
-1,381
-34% -$84.1K 0.01% 1232
2021
Q2 		$244K Buy
4,027
+689
+21% +$41.1K 0.01% 1020
2021
Q1 		$197K Sell
3,338
-62
-2% -$3.73K 0.01% 1024
2020
Q4 		$211K Buy
3,400
+816
+32% +$50K 0.01% 866
2020
Q3 		$157K Buy
2,584
+2,245
+662% +$138K 0.01% 895
2020
Q2 		$20.5K Sell
339
-3
-0.9% -$176 ﹤0.01% 1629
2020
Q1 		$19.2K Buy
342
+1
+0.3% +$58 ﹤0.01% 1542
2019
Q4 		$19.9K Buy
341
+2
+0.6% +$116 ﹤0.01% 1724
2019
Q3 		$19.8K Sell
339
-1
-0.3% -$58 ﹤0.01% 1668
2019
Q2 		$19.4K Buy
340
+144
+73% +$8K ﹤0.01% 1672
2019
Q1 		$10.8K Buy
196
+1
+0.5% +$54 ﹤0.01% 1797
2018
Q4 		$10.3K Buy
195
+88
+82% +$4.64K ﹤0.01% 1605
2018
Q3 		$5.75K Buy
107
+1
+0.9% +$54 ﹤0.01% 1956
2018
Q2 		$5.69K Sell
106
-20
-16% -$1.07K ﹤0.01% 1933
2018
Q1 		$6.83K Buy
126
+106
+530% +$5.81K ﹤0.01% 1756
2017
Q4 		$1.12K Buy
+20
New +$1.12K ﹤0.01% 2127

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

American Portfolios Advisors's USIG Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.1% in Q3 2022, selling an estimated $8K and leaving 3,692 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #1060.

American Portfolios Advisors first reported a position in USIG in Q4 2017 and has held it in 20 quarters since. The position peaked at $244K in Q2 2021. 267 funds tracked by Wall St. Rank hold USIG as of Q3 2022.

  • American Portfolios Advisors held 3,692 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $177K as of Q3 2022.
  • American Portfolios Advisors sold 157 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $8K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1060 holding.
  • American Portfolios Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $244K in Q2 2021.
  • 267 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.