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

Enzi Wealth’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 		– Sell
-23,061
Closed -$1.16M – 72
2023
Q1 		$1.16M Sell
23,061
-30,473
-57% -$1.53M 0.6% 22
2022
Q4 		$2.74M Sell
53,534
-7,455
-12% -$363K 1.31% 14
2022
Q3 		$2.97M Buy
+60,989
New +$3.11M 1.45% 13

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

Enzi Wealth's USIG Position: Q2 2023 in Review

Enzi Wealth sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2023, closing a stake of 23,061 shares — an estimated $1.16M sold.

Enzi Wealth first reported a position in USIG in Q3 2022 and held it in 3 quarters. The position peaked at $2.97M in Q3 2022. 328 funds tracked by Wall St. Rank hold USIG as of Q2 2023.

  • Enzi Wealth reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Enzi Wealth sold 23,061 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $1.16M.
  • Enzi Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
  • Enzi Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.97M in Q3 2022.
  • 328 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Enzi Wealth's 13F filing for Q2 2023, filed 14 Jul 2023.