CCMG
USIG icon

Clark Capital Management Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Clark Capital Management Group’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
-221,131
Closed -$10.6M – 410
2023
Q3 		$10.6M Buy
+221,131
New +$10.9M 0.11% 148
2023
Q1 		– Sell
-47,612
Closed -$2.34M – 376
2022
Q4 		$2.34M Buy
+47,612
New +$2.32M 0.02% 201
2022
Q1 		– Sell
-106,347
Closed -$6.35M – 410
2021
Q4 		$6.35M Buy
+106,347
New +$6.38M 0.08% 169

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return