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Concord Investment Counsel’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Concord Investment Counsel’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 		$231K Buy
+2,124
New +$108K 0.08% 48

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

Concord Investment Counsel's USIG Position: Q1 2024 in Review

Concord Investment Counsel opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2024: 2,124 shares worth $231K. The stake represents 0.08% of the portfolio and ranks #48 among its holdings.

378 funds tracked by Wall St. Rank hold USIG as of Q1 2024.

  • Concord Investment Counsel held 2,124 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $231K as of Q1 2024.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Concord Investment Counsel position in Q1 2024.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.08% of Concord Investment Counsel's portfolio in Q1 2024, its #48 holding.
  • 378 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Concord Investment Counsel's 13F filing for Q1 2024, filed 6 May 2024.