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Mach-1 Financial Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Mach-1 Financial Group’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
Q2 		– Sell
-15
Closed -$760K – 336
2023
Q1 		$760K Buy
+15
New +$753 ﹤0.01% 247
2022
Q4 		– Sell
-15
Closed – – 444
2022
Q3 		$0 Hold
15
– – ﹤0.01% 437
2022
Q2 		$0 Buy
+15
New +$781 ﹤0.01% 442

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mach-1 Financial Group's USIG Position: Q2 2023 in Review

Mach-1 Financial Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2023, closing a stake of 15 shares — an estimated $760K sold.

Mach-1 Financial Group first reported a position in USIG in Q2 2022 and held it in 3 quarters. The position peaked at $760K in Q1 2023. 329 funds tracked by Wall St. Rank hold USIG as of Q2 2023.

  • Mach-1 Financial Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 15 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $760K.
  • Mach-1 Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2022 and held it in 3 quarters.
  • Mach-1 Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $760K in Q1 2023.
  • 329 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.