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Kalos Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Kalos 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
2021
Q3 		– Sell
-11,236
Closed -$680K – 314
2021
Q2 		$680K Hold
11,236
– – 0.28% 105
2021
Q1 		$666K Buy
+11,236
New +$677K 0.21% 116

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kalos Management's USIG Position: Q3 2021 in Review

Kalos Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2021, closing a stake of 11,236 shares — an estimated $680K sold.

Kalos Management first reported a position in USIG in Q1 2021 and held it in 2 quarters. The position peaked at $680K in Q2 2021. 260 funds tracked by Wall St. Rank hold USIG as of Q3 2021.

  • Kalos Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Kalos Management sold 11,236 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $680K.
  • Kalos Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Kalos Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $680K in Q2 2021.
  • 260 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Kalos Management's 13F filing for Q3 2021, filed 10 Nov 2021.