First National Corp’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

First National Corp’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	-13,221	Closed	-$664K	–	162
2024 Q2	$664K	Sell	13,221 -490	-4%	-$24.5K	0.16%	95
2024 Q1	$703K	Hold	13,711	–	–	0.17%	89
2023 Q4	$703K	Buy	+13,711	New	+$669K	0.17%	89
2020 Q2	–	Sell	-10,712	Closed	-$906K	–	151
2020 Q1	$906K	Hold	10,712	–	–	0.59%	39
2019 Q4	$625K	Hold	10,712	–	–	0.23%	76
2019 Q3	$624K	Hold	10,712	–	–	0.25%	71
2019 Q2	$611K	Hold	10,712	–	–	0.25%	74
2019 Q1	$592K	Hold	10,712	–	–	0.25%	70
2018 Q4	$567K	Buy	+10,712	New	+$565K	0.26%	70

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First National Corp's USIG Position: Q3 2024 in Review

First National Corp sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2024, closing a stake of 13,221 shares — an estimated $664K sold.

First National Corp first reported a position in USIG in Q4 2018 and held it in 9 quarters. The position peaked at $906K in Q1 2020. 398 funds tracked by Wall St. Rank hold USIG as of Q3 2024.

First National Corp reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
First National Corp sold 13,221 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $664K.
First National Corp first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2018 and held it in 9 quarters.
First National Corp's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $906K in Q1 2020.
398 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2024.

Based on First National Corp's 13F filing for Q3 2024, filed 8 Oct 2024.