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Lane & Associates’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Lane & Associates’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
Q2 		– Sell
-5,642
Closed -$286K – 118
2024
Q1 		$286K Sell
5,642
-103
-2% -$5.21K 0.18% 90
2023
Q4 		$294K Buy
5,745
+300
+6% +$14.6K 0.21% 82
2023
Q3 		$262K Buy
5,445
+834
+18% +$41K 0.21% 87
2023
Q2 		$231K Sell
4,611
-741
-14% -$37.2K 0.18% 92
2023
Q1 		$271K Buy
5,352
+192
+4% +$9.64K 0.24% 77
2022
Q4 		$253K Buy
+5,160
New +$251K 0.24% 75

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Lane & Associates's USIG Position: Q2 2024 in Review

Lane & Associates sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2024, closing a stake of 5,642 shares — an estimated $286K sold.

Lane & Associates first reported a position in USIG in Q4 2022 and held it in 6 quarters. The position peaked at $294K in Q4 2023. 395 funds tracked by Wall St. Rank hold USIG as of Q2 2024.

  • Lane & Associates reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lane & Associates sold 5,642 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $286K.
  • Lane & Associates first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
  • Lane & Associates's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $294K in Q4 2023.
  • 395 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Lane & Associates's 13F filing for Q2 2024, filed 7 Aug 2024.