Icon Wealth Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Icon Wealth Partners’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 Q3	$158K	Buy	3,289 +28	+0.9%	+$1.38K	0.02%	316
2023 Q2	$163K	Sell	3,261 -19	-0.6%	-$954	0.02%	342
2023 Q1	$166K	Buy	+3,280	New	+$165K	0.02%	340
2022 Q2	–	Sell	-3,749	Closed	-$206K	–	337
2022 Q1	$206K	Buy	+3,749	New	+$213K	0.02%	317
2019 Q2	–	Sell	-158	Closed	-$9K	–	736
2019 Q1	$9K	Buy	+158	New	+$8.53K	﹤0.01%	691

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Icon Wealth Partners's USIG Position: Q3 2023 in Review

Icon Wealth Partners increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.86% in Q3 2023, buying an estimated $1.38K and bringing the position to 3,289 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #316.

Icon Wealth Partners first reported a position in USIG in Q1 2019 and has held it in 5 quarters since. The position peaked at $206K in Q1 2022. 338 funds tracked by Wall St. Rank hold USIG as of Q3 2023.

Icon Wealth Partners held 3,289 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $158K as of Q3 2023.
Icon Wealth Partners bought 28 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $1.38K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #316 holding.
Icon Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 5 quarters since.
Icon Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $206K in Q1 2022.
338 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.