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Anchor Pointe Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Anchor Pointe Wealth Management’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
2024
Q4 		$1.21M Buy
+24,079
New +$1.23M 1.58% 20

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Anchor Pointe Wealth Management's USIG Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2024: 24,079 shares worth $1.21M. The stake represents 1.58% of the portfolio and ranks #20 among its holdings.

438 funds tracked by Wall St. Rank hold USIG as of Q4 2024.

  • Anchor Pointe Wealth Management held 24,079 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.21M as of Q4 2024.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 1.58% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #20 holding.
  • 438 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.