Baron Silver Stevens Financial Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Baron Silver Stevens Financial 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 Q4	–	Sell	-388	Closed	-$3.98K	–	139
2022 Q3	$3.98K	Buy	+388	New	+$19.8K	1.09%	22
2021 Q1	–	Sell	-388	Closed	-$24K	–	442
2020 Q4	$24K	Buy	+388	New	+$23.8K	0.01%	186

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's USIG Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2022, closing a stake of 388 shares — an estimated $3.98K sold.

Baron Silver Stevens Financial Advisors first reported a position in USIG in Q4 2020 and held it in 2 quarters. The position peaked at $24K in Q4 2020. 287 funds tracked by Wall St. Rank hold USIG as of Q4 2022.

Baron Silver Stevens Financial Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 388 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $3.98K.
Baron Silver Stevens Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
Baron Silver Stevens Financial Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $24K in Q4 2020.
287 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.