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HeadInvest LLC’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

HeadInvest LLC’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
2023
Q4 		– Sell
-925
Closed -$44K – 672
2023
Q3 		$44K Buy
+925
New +$45.5K 0.01% 363

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HeadInvest LLC's USIG Position: Q4 2023 in Review

HeadInvest LLC sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2023, closing a stake of 925 shares — an estimated $44K sold.

HeadInvest LLC first reported a position in USIG in Q3 2023 and held it in 1 quarter. The position peaked at $44K in Q3 2023. 382 funds tracked by Wall St. Rank hold USIG as of Q4 2023.

  • HeadInvest LLC reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 925 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $44K.
  • HeadInvest LLC first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $44K in Q3 2023.
  • 382 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.