MW
USIG icon

Marcum Wealth’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Marcum Wealth’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
-4,352
Closed -$220K – 400
2023
Q1 		$220K Buy
4,352
+105
+2% +$5.27K 0.03% 304
2022
Q4 		$209K Hold
4,247
– – 0.03% 301
2022
Q3 		$204K Buy
+4,247
New +$216K 0.03% 299

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

Marcum Wealth's USIG Position: Q2 2023 in Review

Marcum Wealth sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2023, closing a stake of 4,352 shares — an estimated $220K sold.

Marcum Wealth first reported a position in USIG in Q3 2022 and held it in 3 quarters. The position peaked at $220K in Q1 2023. 329 funds tracked by Wall St. Rank hold USIG as of Q2 2023.

  • Marcum Wealth reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Marcum Wealth sold 4,352 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $220K.
  • Marcum Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
  • Marcum Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $220K 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 Marcum Wealth's 13F filing for Q2 2023, filed 13 Jul 2023.