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Endurance Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Endurance Wealth Management’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
2023
Q2 		$1K Hold
16
– – ﹤0.01% 633
2023
Q1 		$1K Hold
16
– – ﹤0.01% 635
2022
Q4 		$1K Hold
16
– – ﹤0.01% 625
2022
Q3 		$1K Hold
16
– – ﹤0.01% 607
2022
Q2 		$1K Hold
16
– – ﹤0.01% 617
2022
Q1 		$1K Sell
16
-600
-97% -$34.1K ﹤0.01% 635
2021
Q4 		$37K Buy
616
+600
+3,750% +$36K ﹤0.01% 384
2021
Q3 		$1K Hold
16
– – ﹤0.01% 626
2021
Q2 		$0 Hold
16
– – ﹤0.01% 655
2021
Q1 		$1K Hold
16
– – ﹤0.01% 637
2020
Q4 		$1K Hold
16
– – ﹤0.01% 610
2020
Q3 		$1K Hold
16
– – ﹤0.01% 609
2020
Q2 		$1K Buy
+16
New +$936 ﹤0.01% 600

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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 $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Endurance Wealth Management's USIG Position: Q2 2023 in Review

Endurance Wealth Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2023 at 16 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Endurance Wealth Management first reported a position in USIG in Q2 2020 and has held it in 13 quarters since. The position peaked at $37K in Q4 2021. 329 funds tracked by Wall St. Rank hold USIG as of Q2 2023.

  • Endurance Wealth Management held 16 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1K as of Q2 2023.
  • Endurance Wealth Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2023.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #633 holding.
  • Endurance Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 13 quarters since.
  • Endurance Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $37K in Q4 2021.
  • 329 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.