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

Cetera 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
2024
Q1 		$3.96M Buy
77,953
+42,831
+122% +$2.17M 0.03% 539
2023
Q4 		$1.8M Buy
35,122
+3,819
+12% +$186K 0.02% 543
2023
Q3 		$1.5M Buy
31,303
+2,650
+9% +$130K 0.02% 568
2023
Q2 		$1.44M Buy
28,653
+8,597
+43% +$432K 0.02% 581
2023
Q1 		$1.02M Buy
20,056
+197
+1% +$9.9K 0.02% 686
2022
Q4 		$975K Buy
+19,859
New +$968K 0.02% 687
2022
Q2 		– Sell
-3,750
Closed -$206K – 1480
2022
Q1 		$206K Buy
+3,750
New +$213K ﹤0.01% 1297
2021
Q1 		– Sell
-6,209
Closed -$385K – 1247
2020
Q4 		$385K Buy
6,209
+300
+5% +$18.4K 0.01% 732
2020
Q3 		$359K Sell
5,909
-84
-1% -$5.14K 0.01% 673
2020
Q2 		$362K Buy
+5,993
New +$351K 0.02% 635
2019
Q2 		– Sell
-1,404
Closed -$78K – 1270
2019
Q1 		$78K Sell
1,404
-5,414
-79% -$292K ﹤0.01% 927
2018
Q4 		$360K Hold
6,818
– – 0.02% 581
2018
Q3 		$368K Sell
6,818
-56
-0.8% -$3.01K 0.02% 664
2018
Q2 		$369K Sell
6,874
-9,022
-57% -$485K 0.02% 600
2018
Q1 		$865K Sell
15,896
-25,818
-62% -$1.42M 0.05% 342
2017
Q4 		$2.34M Sell
41,714
-544
-1% -$30.4K 0.14% 150
2017
Q3 		$2.38M Buy
42,258
+2,474
+6% +$139K 0.14% 153
2017
Q2 		$2.23M Buy
39,784
+8,110
+26% +$450K 0.14% 161
2017
Q1 		$1.74M Buy
+31,674
New +$1.73M 0.12% 189

Other funds holding USIG

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Advisors's USIG Position: Q1 2024 in Review

Cetera Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 122% in Q1 2024, buying an estimated $2.17M and bringing the position to 77,953 shares worth $3.96M. The position accounts for 0.03% of the portfolio, ranked #539.

Cetera Advisors first reported a position in USIG in Q1 2017 and has held it in 19 quarters since. 378 funds tracked by Wall St. Rank hold USIG as of Q1 2024.

  • Cetera Advisors held 77,953 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $3.96M as of Q1 2024.
  • Cetera Advisors bought 42,831 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $2.17M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #539 holding.
  • Cetera Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 19 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.