Focus Partners Advisor Solutions’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Focus Partners Advisor Solutions’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 Q2	–	Sell	-4,821	Closed	-$245K	–	680
2024 Q1	$245K	Sell	4,821 -2,119	-31%	-$107K	0.01%	525
2023 Q4	$356K	Sell	6,940 -1,834	-21%	-$89.5K	0.02%	304
2023 Q3	$422K	Buy	8,774 +313	+4%	+$15.4K	0.02%	288
2023 Q2	$424K	Buy	+8,461	New	+$425K	0.02%	241
2022 Q2	–	Sell	-13,976	Closed	-$769K	–	389
2022 Q1	$769K	Buy	+13,976	New	+$793K	0.08%	130

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Focus Partners Advisor Solutions's USIG Position: Q2 2024 in Review

Focus Partners Advisor Solutions sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2024, closing a stake of 4,821 shares — an estimated $245K sold.

Focus Partners Advisor Solutions first reported a position in USIG in Q1 2022 and held it in 5 quarters. The position peaked at $769K in Q1 2022. 395 funds tracked by Wall St. Rank hold USIG as of Q2 2024.

Focus Partners Advisor Solutions reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Focus Partners Advisor Solutions sold 4,821 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $245K.
Focus Partners Advisor Solutions first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
Focus Partners Advisor Solutions's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $769K in Q1 2022.
395 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2024, filed 14 Aug 2024.