IDA
USIG icon

Intelligence Driven Advisers’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Intelligence Driven Advisers’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
-9,647
Closed -$474K – 98
2023
Q2 		$474K Sell
9,647
-30,934
-76% -$1.55M 0.08% 55
2023
Q1 		$2.07M Sell
40,581
-5,183
-11% -$260K 0.37% 35
2022
Q4 		$2.3M Sell
45,764
-1,715
-4% -$83.6K 0.42% 33
2022
Q3 		$2.29M Sell
47,479
-2,482
-5% -$126K 0.46% 44
2022
Q2 		$2.55M Sell
49,961
-4,643
-9% -$242K 0.5% 43
2022
Q1 		$2.95M Sell
54,604
-8,491
-13% -$482K 0.54% 38
2021
Q4 		$3.67M Sell
63,095
-1,455
-2% -$87.3K 0.67% 32
2021
Q3 		$3.88M Buy
64,550
+692
+1% +$42.1K 0.87% 24
2021
Q2 		$3.87M Buy
+63,858
New +$3.81M 0.75% 30

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 $74.1B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $24.6B 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