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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Intelligence Driven Advisers's USIG Position: Q3 2023 in Review

Intelligence Driven Advisers sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2023, closing a stake of 9,647 shares — an estimated $474K sold.

Intelligence Driven Advisers first reported a position in USIG in Q2 2021 and held it in 9 quarters. The position peaked at $3.88M in Q3 2021. 337 funds tracked by Wall St. Rank hold USIG as of Q3 2023.

Intelligence Driven Advisers reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Intelligence Driven Advisers sold 9,647 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $474K.
Intelligence Driven Advisers first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2021 and held it in 9 quarters.
Intelligence Driven Advisers's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $3.88M in Q3 2021.
337 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Intelligence Driven Advisers's 13F filing for Q3 2023, filed 7 Nov 2023.