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

Hobbs Group Advisors’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 		– Sell
-14
Closed -$736 – 596
2024
Q3 		$736 Hold
14
– – ﹤0.01% 621
2024
Q2 		$703 Buy
+14
New +$700 ﹤0.01% 581
2023
Q4 		$718 Buy
+14
New +$683 ﹤0.01% 515

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 $49B AUM 17.78% 1-Year Est. Return
Truist Financial
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
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 $1.6B AUM 20.7% 1-Year Est. Return

Hobbs Group Advisors's USIG Position: Q4 2024 in Review

Hobbs Group Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2024, closing a stake of 14 shares — an estimated $736 sold.

Hobbs Group Advisors first reported a position in USIG in Q4 2023 and held it in 3 quarters. The position peaked at $736 in Q3 2024. 438 funds tracked by Wall St. Rank hold USIG as of Q4 2024.

  • Hobbs Group Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 14 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $736.
  • Hobbs Group Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $736 in Q3 2024.
  • 438 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.