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Heritage Financial Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-2
Closed – – 451
2022
Q2 		$0 Buy
+2
New +$104 ﹤0.01% 539

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BlackRock
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AF
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Morgan Stanley
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AssetMark Inc
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Stifel Financial
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1832 Asset Management
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Heritage Financial Services's USIG Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2022, closing a stake of 2 shares.

Heritage Financial Services first reported a position in USIG in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 267 funds tracked by Wall St. Rank hold USIG as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 2 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2022.
  • Heritage Financial Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $0 in Q2 2022.
  • 267 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.