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Edmonds Duncan Registered Investment Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Edmonds Duncan Registered Investment 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
Q3 		$250K Buy
4,753
+218
+5% +$11.3K 0.05% 94
2024
Q2 		$228K Buy
+4,535
New +$227K 0.06% 116

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's USIG Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.8% in Q3 2024, buying an estimated $11.3K and bringing the position to 4,753 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #94.

Edmonds Duncan Registered Investment Advisors first reported a position in USIG in Q2 2024 and has held it in 2 quarters since. 398 funds tracked by Wall St. Rank hold USIG as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors held 4,753 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $250K as of Q3 2024.
  • Edmonds Duncan Registered Investment Advisors bought 218 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $11.3K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.05% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #94 holding.
  • Edmonds Duncan Registered Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 398 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.