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Buck Wealth Strategies’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Buck Wealth Strategies’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
-4
Closed -$208 – 317
2023
Q3 		$208 Buy
+4
New +$197 ﹤0.01% 357

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JSTA
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Bank of New York Mellon
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UBS Group
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AssetMark Inc
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Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
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Buck Wealth Strategies's USIG Position: Q4 2023 in Review

Buck Wealth Strategies sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2023, closing a stake of 4 shares — an estimated $208 sold.

Buck Wealth Strategies first reported a position in USIG in Q3 2023 and held it in 1 quarter. The position peaked at $208 in Q3 2023. 382 funds tracked by Wall St. Rank hold USIG as of Q4 2023.

  • Buck Wealth Strategies reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 4 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $208.
  • Buck Wealth Strategies first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $208 in Q3 2023.
  • 382 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.