Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Kovitz Investment Group Partners’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
2024
Q3 		– Sell
-8,835
Closed -$444K – 1104
2024
Q2 		$444K Buy
8,835
+308
+4% +$15.4K ﹤0.01% 668
2024
Q1 		$433K Buy
8,527
+848
+11% +$42.9K 0.01% 530
2023
Q4 		$394K Buy
7,679
+2,777
+57% +$136K 0.01% 345
2023
Q3 		$236K Buy
+4,902
New +$241K ﹤0.01% 372

Other funds holding USIG

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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kovitz Investment Group Partners's USIG Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2024, closing a stake of 8,835 shares — an estimated $444K sold.

Kovitz Investment Group Partners first reported a position in USIG in Q3 2023 and held it in 4 quarters. The position peaked at $444K in Q2 2024. 398 funds tracked by Wall St. Rank hold USIG as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 8,835 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $444K.
  • Kovitz Investment Group Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2023 and held it in 4 quarters.
  • Kovitz Investment Group Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $444K in Q2 2024.
  • 398 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.