Cypress Wealth Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Cypress Wealth 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 Q2	–	Sell	-4,362	Closed	-$221K	–	276
2024 Q1	$221K	Sell	4,362 -525	-11%	-$26.6K	0.05%	237
2023 Q4	$251K	Buy	+4,887	New	+$238K	0.06%	204
2021 Q3	–	Sell	-4,847	Closed	-$294K	–	268
2021 Q2	$294K	Hold	4,847	–	–	0.08%	201
2021 Q1	$286K	Hold	4,847	–	–	0.06%	225
2020 Q4	$300K	Buy	+4,847	New	+$297K	0.07%	206

Other funds holding USIG

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Cypress Wealth Services's USIG Position: Q2 2024 in Review

Cypress Wealth Services sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2024, closing a stake of 4,362 shares — an estimated $221K sold.

Cypress Wealth Services first reported a position in USIG in Q4 2020 and held it in 5 quarters. The position peaked at $300K in Q4 2020. 395 funds tracked by Wall St. Rank hold USIG as of Q2 2024.

Cypress Wealth Services reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Cypress Wealth Services sold 4,362 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $221K.
Cypress Wealth Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Cypress Wealth Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $300K in Q4 2020.
395 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Cypress Wealth Services's 13F filing for Q2 2024, filed 12 Jul 2024.