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ICA Group Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

ICA Group 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
Q2 		$12.6K Sell
250
-351
-58% -$17.6K 0.01% 441
2024
Q1 		$30.5K Buy
601
+17
+3% +$861 0.01% 657
2023
Q4 		$29.9K Buy
+584
New +$28.5K 0.01% 624
2023
Q3 		– Sell
-497
Closed -$24.9K – 1173
2023
Q2 		$24.9K Buy
497
+355
+250% +$17.8K 0.01% 636
2023
Q1 		$7.19K Sell
142
-387
-73% -$19.4K ﹤0.01% 872
2022
Q4 		$26K Buy
+529
New +$25.8K 0.01% 642

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

ICA Group Wealth Management's USIG Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 58% in Q2 2024, selling an estimated $17.6K and leaving 250 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #441.

ICA Group Wealth Management first reported a position in USIG in Q4 2022 and has held it in 6 quarters since. The position peaked at $30.5K in Q1 2024. 395 funds tracked by Wall St. Rank hold USIG as of Q2 2024.

  • ICA Group Wealth Management held 250 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $12.6K as of Q2 2024.
  • ICA Group Wealth Management sold 351 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $17.6K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #441 holding.
  • ICA Group Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $30.5K in Q1 2024.
  • 395 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.