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Formidable Asset Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Formidable Asset Management’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
-5,075
Closed -$255K – 410
2024
Q2 		$255K Buy
+5,075
New +$254K 0.04% 326

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Ameriprise
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Truist Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Formidable Asset Management's USIG Position: Q3 2024 in Review

Formidable Asset Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2024, closing a stake of 5,075 shares — an estimated $255K sold.

Formidable Asset Management first reported a position in USIG in Q2 2024 and held it in 1 quarter. The position peaked at $255K in Q2 2024. 398 funds tracked by Wall St. Rank hold USIG as of Q3 2024.

  • Formidable Asset Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Formidable Asset Management sold 5,075 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $255K.
  • Formidable Asset Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Formidable Asset Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $255K in Q2 2024.
  • 398 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Formidable Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.