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Institutional & Family Asset Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Institutional & Family Asset 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
2023
Q3 		– Sell
-8
Closed -$401 – 760
2023
Q2 		$401 Buy
+8
New +$402 ﹤0.01% 701

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Institutional & Family Asset Management's USIG Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2023, closing a stake of 8 shares — an estimated $401 sold.

Institutional & Family Asset Management first reported a position in USIG in Q2 2023 and held it in 1 quarter. The position peaked at $401 in Q2 2023. 338 funds tracked by Wall St. Rank hold USIG as of Q3 2023.

  • Institutional & Family Asset Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 8 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $401.
  • Institutional & Family Asset Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Institutional & Family Asset Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $401 in Q2 2023.
  • 338 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.