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Brophy Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Brophy Wealth 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
Q3 		$5.32M Buy
+101,128
New +$5.22M 1.9% 11

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brophy Wealth Management's USIG Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2024: 101,128 shares worth $5.32M. The stake represents 1.9% of the portfolio and ranks #11 among its holdings.

398 funds tracked by Wall St. Rank hold USIG as of Q3 2024.

  • Brophy Wealth Management held 101,128 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.32M as of Q3 2024.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Brophy Wealth Management position in Q3 2024.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 1.9% of Brophy Wealth Management's portfolio in Q3 2024, its #11 holding.
  • 398 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.