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Long Island Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Long Island Wealth 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
2024
Q1 		– Sell
-1
Closed – – 381
2023
Q4 		$0 Buy
+1
New +$49 ﹤0.01% 432

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Long Island Wealth Management's USIG Position: Q1 2024 in Review

Long Island Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2024, closing a stake of 1 share.

Long Island Wealth Management first reported a position in USIG in Q4 2023 and held it in 1 quarter. The position peaked at $0 in Q4 2023. 378 funds tracked by Wall St. Rank hold USIG as of Q1 2024.

  • Long Island Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 1 iShares Broad USD Investment Grade Corporate Bond ETF share in Q1 2024.
  • Long Island Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $0 in Q4 2023.
  • 378 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.