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Coulter & Justus Financial Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Coulter & Justus Financial Services’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 		$251K Buy
+4,952
New +$251K 0.06% 81

Other funds holding USIG

UBS AM
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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

Coulter & Justus Financial Services's USIG Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2024: 4,952 shares worth $251K. The stake represents 0.06% of the portfolio and ranks #81 among its holdings.

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

  • Coulter & Justus Financial Services held 4,952 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $251K as of Q1 2024.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Coulter & Justus Financial Services position in Q1 2024.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.06% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #81 holding.
  • 378 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.