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Beacon Capital Management LLC (Tennessee)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2023
Q4 		– Sell
-281
Closed -$14.1K – 1042
2023
Q3 		$14.1K Hold
281
– – ﹤0.01% 473
2023
Q2 		$14.1K Buy
+281
New +$14.1K ﹤0.01% 473
2023
Q1 		– Sell
-1,727
Closed -$84.8K – 1014
2022
Q4 		$84.8K Buy
+1,727
New +$84.1K 0.03% 162

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Beacon Capital Management LLC (Tennessee)'s USIG Position: Q4 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2023, closing a stake of 281 shares — an estimated $14.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in USIG in Q4 2022 and held it in 3 quarters. The position peaked at $84.8K in Q4 2022. 382 funds tracked by Wall St. Rank hold USIG as of Q4 2023.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 281 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $14.1K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $84.8K in Q4 2022.
  • 382 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2023, filed 9 Jan 2024.