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

First Personal Financial 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	$684	Hold	13	–	–	﹤0.01%	376
2024 Q2	$653	Hold	13	–	–	﹤0.01%	346
2024 Q1	$661	Hold	13	–	–	﹤0.01%	350
2023 Q4	$667	Hold	13	–	–	﹤0.01%	368
2023 Q3	$625	Hold	13	–	–	﹤0.01%	376
2023 Q2	$652	Sell	13 -321	-96%	-$16.1K	﹤0.01%	370
2023 Q1	$16.9K	Buy	+334	New	+$16.8K	﹤0.01%	295

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 Personal Financial Services's USIG Position: Q3 2024 in Review

First Personal Financial Services held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q3 2024 at 13 shares worth $684. The position accounts for ﹤0.01% of the portfolio, ranked #376.

First Personal Financial Services first reported a position in USIG in Q1 2023 and has held it in 7 quarters since. The position peaked at $16.9K in Q1 2023. 398 funds tracked by Wall St. Rank hold USIG as of Q3 2024.

First Personal Financial Services held 13 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $684 as of Q3 2024.
First Personal Financial Services left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q3 2024.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #376 holding.
First Personal Financial Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 7 quarters since.
First Personal Financial Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $16.9K in Q1 2023.
398 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.