Boston Financial Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Boston Financial 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	$25.4M	Buy	505,032 +16,326	+3%	+$836K	0.77%	40
2024 Q3	$25.7M	Buy	488,706 +57,850	+13%	+$2.99M	0.77%	42
2024 Q2	$21.6M	Buy	430,856 +19,007	+5%	+$951K	0.69%	47
2024 Q1	$20.9M	Buy	411,849 +15,980	+4%	+$809K	0.67%	45
2023 Q4	$20.3M	Sell	395,869 -4,220	-1%	-$206K	0.69%	45
2023 Q3	$19.2M	Buy	400,089 +14,095	+4%	+$694K	0.72%	46
2023 Q2	$19.3M	Buy	385,994 +3,009	+0.8%	+$151K	0.7%	42
2023 Q1	$19.4M	Buy	382,985 +30,404	+9%	+$1.53M	0.76%	39
2022 Q4	$17.3M	Buy	+352,581	New	+$17.2M	0.7%	46

Other funds holding USIG

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Boston Financial Management's USIG Position: Q4 2024 in Review

Boston Financial Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.3% in Q4 2024, buying an estimated $836K and bringing the position to 505,032 shares worth $25.4M. The position accounts for 0.77% of the portfolio, ranked #40.

Boston Financial Management first reported a position in USIG in Q4 2022 and has held it in 9 quarters since. The position peaked at $25.7M in Q3 2024. 438 funds tracked by Wall St. Rank hold USIG as of Q4 2024.

Boston Financial Management held 505,032 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $25.4M as of Q4 2024.
Boston Financial Management bought 16,326 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $836K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.77% of Boston Financial Management's portfolio in Q4 2024, its #40 holding.
Boston Financial Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 9 quarters since.
Boston Financial Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $25.7M in Q3 2024.
438 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.