Catalyst Capital Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Catalyst Capital Advisors’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
2022 Q2	–	Sell	-4,300	Closed	-$237K	–	399
2022 Q1	$237K	Hold	4,300	–	–	0.01%	228
2021 Q4	$257K	Hold	4,300	–	–	0.01%	207
2021 Q3	$258K	Hold	4,300	–	–	0.01%	220
2021 Q2	$261K	Hold	4,300	–	–	0.01%	228
2021 Q1	$254K	Hold	4,300	–	–	0.01%	230
2020 Q4	$266K	Hold	4,300	–	–	0.01%	220
2020 Q3	$261K	Hold	4,300	–	–	0.01%	215
2020 Q2	$260K	Buy	+4,300	New	+$252K	0.01%	222

Other funds holding USIG

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Catalyst Capital Advisors's USIG Position: Q2 2022 in Review

Catalyst Capital Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2022, closing a stake of 4,300 shares — an estimated $237K sold.

Catalyst Capital Advisors first reported a position in USIG in Q2 2020 and held it in 8 quarters. The position peaked at $266K in Q4 2020. 274 funds tracked by Wall St. Rank hold USIG as of Q2 2022.

Catalyst Capital Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Catalyst Capital Advisors sold 4,300 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $237K.
Catalyst Capital Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
Catalyst Capital Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $266K in Q4 2020.
274 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Catalyst Capital Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.