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Azimuth Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Azimuth Capital 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
2022
Q1 		$222K Buy
4,031
+130
+3% +$7.38K 0.01% 302
2021
Q4 		$233K Buy
3,901
+5
+0.1% +$300 0.01% 308
2021
Q3 		$234K Hold
3,896
– – 0.01% 301
2021
Q2 		$236K Buy
3,896
+80
+2% +$4.78K 0.01% 305
2021
Q1 		$225K Sell
3,816
-95
-2% -$5.72K 0.01% 299
2020
Q4 		$242K Buy
+3,911
New +$239K 0.01% 281

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Azimuth Capital Management's USIG Position: Q1 2022 in Review

Azimuth Capital Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.3% in Q1 2022, buying an estimated $7.38K and bringing the position to 4,031 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #302.

Azimuth Capital Management first reported a position in USIG in Q4 2020 and has held it in 6 quarters since. The position peaked at $242K in Q4 2020. 288 funds tracked by Wall St. Rank hold USIG as of Q1 2022.

  • Azimuth Capital Management held 4,031 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $222K as of Q1 2022.
  • Azimuth Capital Management bought 130 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $7.38K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Azimuth Capital Management's portfolio in Q1 2022, its #302 holding.
  • Azimuth Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 6 quarters since.
  • Azimuth Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $242K in Q4 2020.
  • 288 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.