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Benjamin F. Edwards & Company’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Benjamin F. Edwards & Company’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
Q1 		– Sell
-455
Closed -$22K – 1910
2022
Q4 		$22K Sell
455
-11,407
-96% -$556K ﹤0.01% 1266
2022
Q3 		$570K Sell
11,862
-184
-2% -$9.37K 0.03% 407
2022
Q2 		$614K Buy
12,046
+726
+6% +$37.8K 0.03% 411
2022
Q1 		$623K Buy
11,320
+464
+4% +$26.3K 0.03% 423
2021
Q4 		$649K Buy
10,856
+710
+7% +$42.6K 0.03% 428
2021
Q3 		$610K Buy
10,146
+67
+0.7% +$4.08K 0.03% 420
2021
Q2 		$611K Buy
10,079
+877
+10% +$52.4K 0.03% 411
2021
Q1 		$543K Buy
9,202
+1,165
+14% +$70.2K 0.03% 440
2020
Q4 		$498K Buy
8,037
+131
+2% +$8.02K 0.03% 433
2020
Q3 		$481K Buy
+7,906
New +$484K 0.03% 401
2014
Q4 		– Sell
-168
Closed -$9K – 1046
2014
Q3 		$9K Hold
168
– – ﹤0.01% 797
2014
Q2 		$9K Hold
168
– – ﹤0.01% 753
2014
Q1 		$9K Hold
168
– – ﹤0.01% 709
2013
Q4 		$9K Hold
168
– – ﹤0.01% 679
2013
Q3 		$9K Sell
168
-500
-75% -$26.7K ﹤0.01% 631
2013
Q2 		$36K Buy
+668
New +$37.3K 0.01% 402

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Benjamin F. Edwards & Company's USIG Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2023, closing a stake of 455 shares — an estimated $22K sold.

Benjamin F. Edwards & Company first reported a position in USIG in Q2 2013 and held it in 16 quarters. The position peaked at $649K in Q4 2021. 310 funds tracked by Wall St. Rank hold USIG as of Q1 2023.

  • Benjamin F. Edwards & Company reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 455 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $22K.
  • Benjamin F. Edwards & Company first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and held it in 16 quarters.
  • Benjamin F. Edwards & Company's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $649K in Q4 2021.
  • 310 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.