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Hart & Patterson Financial Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Hart & Patterson Financial 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
2024
Q4 		$3.02M Buy
60,039
+1,448
+2% +$74.2K 1.47% 25
2024
Q3 		$3.08M Sell
58,591
-9,221
-14% -$476K 1.46% 25
2024
Q2 		$3.4M Buy
67,812
+508
+0.8% +$25.4K 1.69% 22
2024
Q1 		$3.42M Buy
67,304
+301
+0.4% +$15.2K 1.69% 23
2023
Q4 		$3.43M Buy
+67,003
New +$3.27M 1.78% 17

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Hart & Patterson Financial Group's USIG Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.5% in Q4 2024, buying an estimated $74.2K and bringing the position to 60,039 shares worth $3.02M. The position accounts for 1.47% of the portfolio, ranked #25.

Hart & Patterson Financial Group first reported a position in USIG in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.43M in Q4 2023. 438 funds tracked by Wall St. Rank hold USIG as of Q4 2024.

  • Hart & Patterson Financial Group held 60,039 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $3.02M as of Q4 2024.
  • Hart & Patterson Financial Group bought 1,448 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $74.2K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 1.47% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #25 holding.
  • Hart & Patterson Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $3.43M in Q4 2023.
  • 438 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.