First Command Advisory Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

First Command Advisory 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 Q3	–	Sell	-23	Closed	–	–	557
2024 Q2	$0	Buy	+23	New	+$1.15K	﹤0.01%	645
2024 Q1	–	Sell	-31	Closed	-$1.59K	–	662
2023 Q4	$1.59K	Hold	31	–	–	﹤0.01%	434
2023 Q3	$1.49K	Buy	+31	New	+$1.52K	﹤0.01%	415
2023 Q1	–	Sell	-528	Closed	–	–	253
2022 Q4	$0	Buy	+528	New	+$25.7K	﹤0.01%	216
2022 Q1	–	Sell	-27	Closed	-$2K	–	120
2021 Q4	$2K	Sell	27 -87	-76%	-$5.22K	﹤0.01%	26
2021 Q3	$7K	Buy	+114	New	+$6.94K	﹤0.01%	19

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Command Advisory Services's USIG Position: Q3 2024 in Review

First Command Advisory Services sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2024, closing a stake of 23 shares.

First Command Advisory Services first reported a position in USIG in Q3 2021 and held it in 6 quarters. The position peaked at $7K in Q3 2021. 399 funds tracked by Wall St. Rank hold USIG as of Q3 2024.

First Command Advisory Services reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 23 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2024.
First Command Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2021 and held it in 6 quarters.
First Command Advisory Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $7K in Q3 2021.
399 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.