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Horst & Graben Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Horst & Graben Wealth Management’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
-4,588
Closed -$241K – 164
2024
Q3 		$241K Buy
4,588
+7
+0.2% +$361 0.04% 135
2024
Q2 		$230K Buy
+4,581
New +$229K 0.04% 138

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

Horst & Graben Wealth Management's USIG Position: Q4 2024 in Review

Horst & Graben Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2024, closing a stake of 4,588 shares — an estimated $241K sold.

Horst & Graben Wealth Management first reported a position in USIG in Q2 2024 and held it in 2 quarters. The position peaked at $241K in Q3 2024. 438 funds tracked by Wall St. Rank hold USIG as of Q4 2024.

  • Horst & Graben Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 4,588 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $241K.
  • Horst & Graben Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Horst & Graben Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $241K 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 Horst & Graben Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.