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FundX Investment Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

FundX Investment Group’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
2021
Q1 		– Sell
-124,240
Closed -$7.7M – 46
2020
Q4 		$7.7M Sell
124,240
-26,164
-17% -$1.6M 3.21% 10
2020
Q3 		$9.14M Sell
150,404
-121,776
-45% -$7.46M 3.52% 10
2020
Q2 		$16.4M Buy
+272,180
New +$15.9M 6.95% 3

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

FundX Investment Group's USIG Position: Q1 2021 in Review

FundX Investment Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2021, closing a stake of 124,240 shares — an estimated $7.7M sold.

FundX Investment Group first reported a position in USIG in Q2 2020 and held it in 3 quarters. The position peaked at $16.4M in Q2 2020. 242 funds tracked by Wall St. Rank hold USIG as of Q1 2021.

  • FundX Investment Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • FundX Investment Group sold 124,240 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $7.7M.
  • FundX Investment Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
  • FundX Investment Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $16.4M in Q2 2020.
  • 242 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2021.

Based on FundX Investment Group's 13F filing for Q1 2021, filed 4 May 2021.