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Empowered Funds’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Empowered Funds’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
2020
Q4 		– Sell
-175,452
Closed -$10.6M – 219
2020
Q3 		$10.6M Buy
+175,452
New +$10.7M 3.32% 5
2020
Q2 		– Sell
-53,315
Closed -$3.11M – 166
2020
Q1 		$3.11M Hold
53,315
– – 1.13% 12
2019
Q4 		$3.11M Buy
+53,315
New +$3.1M 1.13% 12

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Empowered Funds's USIG Position: Q4 2020 in Review

Empowered Funds sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2020, closing a stake of 175,452 shares — an estimated $10.6M sold.

Empowered Funds first reported a position in USIG in Q4 2019 and held it in 3 quarters. The position peaked at $10.6M in Q3 2020. 250 funds tracked by Wall St. Rank hold USIG as of Q4 2020.

  • Empowered Funds reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Empowered Funds sold 175,452 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $10.6M.
  • Empowered Funds first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Empowered Funds's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $10.6M in Q3 2020.
  • 250 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Empowered Funds's 13F filing for Q4 2020, filed 2 Feb 2021.