Goodwin Investment Advisory’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Goodwin Investment Advisory’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 Q1	–	Sell	-587	Closed	-$30.1K	–	79
2023 Q4	$30.1K	Sell	587 -1,291	-69%	-$63K	0.02%	50
2023 Q3	$90.3K	Sell	1,878 -864	-32%	-$42.5K	0.05%	55
2023 Q2	$137K	Sell	2,742 -5	-0.2%	-$251	0.08%	51
2023 Q1	$139K	Buy	2,747 +480	+21%	+$24.1K	0.09%	51
2022 Q4	$111K	Buy	2,267 +186	+9%	+$9.06K	0.08%	58
2022 Q3	$100K	Buy	2,081 +30	+1%	+$1.53K	0.08%	62
2022 Q2	$105K	Buy	2,051 +180	+10%	+$9.37K	0.08%	50
2022 Q1	$99K	Buy	1,871 +1,715	+1,099%	+$97.4K	0.07%	56
2021 Q4	$5K	Buy	+156	New	+$9.36K	﹤0.01%	153

Other funds holding USIG

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Goodwin Investment Advisory's USIG Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2024, closing a stake of 587 shares — an estimated $30.1K sold.

Goodwin Investment Advisory first reported a position in USIG in Q4 2021 and held it in 9 quarters. The position peaked at $139K in Q1 2023. 378 funds tracked by Wall St. Rank hold USIG as of Q1 2024.

Goodwin Investment Advisory reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Goodwin Investment Advisory sold 587 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $30.1K.
Goodwin Investment Advisory first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and held it in 9 quarters.
Goodwin Investment Advisory's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $139K in Q1 2023.
378 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.