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

IndexIQ 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
2022
Q1 		$676K Buy
12,297
+6,323
+106% +$359K 0.02% 337
2021
Q4 		$357K Sell
5,974
-6,099
-51% -$366K 0.01% 863
2021
Q3 		$725K Sell
12,073
-7,258
-38% -$442K 0.02% 369
2021
Q2 		$1.17M Sell
19,331
-62,075
-76% -$3.71M 0.04% 267
2021
Q1 		$4.81M Sell
81,406
-14,498
-15% -$873K 0.17% 93
2020
Q4 		$5.94M Sell
95,904
-20,002
-17% -$1.22M 0.22% 70
2020
Q3 		$7.05M Buy
115,906
+40,563
+54% +$2.48M 0.29% 61
2020
Q2 		$4.55M Buy
75,343
+4,799
+7% +$281K 0.2% 68
2020
Q1 		$3.95M Sell
70,544
-37,556
-35% -$2.18M 0.18% 75
2019
Q4 		$6.3M Sell
108,100
-231,373
-68% -$13.5M 0.23% 67
2019
Q3 		$19.8M Buy
339,473
+142,919
+73% +$8.25M 0.71% 35
2019
Q2 		$11.2M Sell
196,554
-92,848
-32% -$5.16M 0.34% 56
2019
Q1 		$16M Buy
289,402
+165,505
+134% +$8.93M 0.47% 44
2018
Q4 		$6.56M Buy
123,897
+64,617
+109% +$3.41M 0.18% 90
2018
Q3 		$3.18M Sell
59,280
-4,066
-6% -$218K 0.1% 173
2018
Q2 		$3.39M Sell
63,346
-102,994
-62% -$5.54M 0.1% 162
2018
Q1 		$9.06M Sell
166,340
-4,458
-3% -$244K 0.29% 52
2017
Q4 		$9.57M Buy
170,798
+53,110
+45% +$2.97M 0.35% 46
2017
Q3 		$6.61M Buy
117,688
+37,410
+47% +$2.1M 0.28% 50
2017
Q2 		$4.48M Sell
80,278
-74,814
-48% -$4.15M 0.22% 67
2017
Q1 		$8.52M Buy
155,092
+6,848
+5% +$375K 0.44% 38
2016
Q4 		$8.1M Buy
148,244
+29,832
+25% +$1.65M 0.41% 38
2016
Q3 		$6.74M Sell
118,412
-29,686
-20% -$1.69M 0.33% 37
2016
Q2 		$8.39M Buy
148,098
+63,796
+76% +$3.55M 0.49% 37
2016
Q1 		$4.65M Sell
84,302
-64,610
-43% -$3.47M 0.31% 34
2015
Q4 		$7.95M Buy
148,912
+100,020
+205% +$5.4M 0.51% 26
2015
Q3 		$2.65M Buy
48,892
+47,622
+3,750% +$2.58M 0.17% 51
2015
Q2 		$69K Buy
1,270
+1,100
+647% +$60.9K ﹤0.01% 215
2015
Q1 		$10K Sell
170
-174
-51% -$9.82K ﹤0.01% 235
2014
Q4 		$19K Sell
344
-3,640
-91% -$203K ﹤0.01% 211
2014
Q3 		$220K Buy
3,984
+32
+0.8% +$1.78K 0.02% 173
2014
Q2 		$220K Sell
3,952
-26,418
-87% -$1.46M 0.02% 160
2014
Q1 		$1.66M Buy
30,370
+16,714
+122% +$908K 0.16% 44
2013
Q4 		$730K Buy
13,656
+2,838
+26% +$152K 0.07% 73
2013
Q3 		$580K Sell
10,818
-29,546
-73% -$1.58M 0.07% 90
2013
Q2 		$2.17M Buy
+40,364
New +$2.26M 0.27% 34

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

IndexIQ Advisors's USIG Position: Q1 2022 in Review

IndexIQ Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 106% in Q1 2022, buying an estimated $359K and bringing the position to 12,297 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #337.

IndexIQ Advisors first reported a position in USIG in Q2 2013 and has held it in 36 quarters since. The position peaked at $19.8M in Q3 2019. 288 funds tracked by Wall St. Rank hold USIG as of Q1 2022.

  • IndexIQ Advisors held 12,297 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $676K as of Q1 2022.
  • IndexIQ Advisors bought 6,323 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $359K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of IndexIQ Advisors's portfolio in Q1 2022, its #337 holding.
  • IndexIQ Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 36 quarters since.
  • IndexIQ Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $19.8M in Q3 2019.
  • 288 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.