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MassMutual Private Wealth & Trust’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

MassMutual Private Wealth & Trust’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
Q4 		– Sell
-261
Closed -$13.7K – 2364
2024
Q3 		$13.7K Buy
+261
New +$13.5K ﹤0.01% 1032
2021
Q3 		– Sell
-25
Closed -$2K – 1345
2021
Q2 		$2K Buy
+25
New +$1.49K ﹤0.01% 1064
2021
Q1 		– Sell
-272
Closed -$17K – 1186
2020
Q4 		$17K Buy
+272
New +$16.7K ﹤0.01% 548

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

MassMutual Private Wealth & Trust's USIG Position: Q4 2024 in Review

MassMutual Private Wealth & Trust sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2024, closing a stake of 261 shares — an estimated $13.7K sold.

MassMutual Private Wealth & Trust first reported a position in USIG in Q4 2020 and held it in 3 quarters. The position peaked at $17K in Q4 2020. 438 funds tracked by Wall St. Rank hold USIG as of Q4 2024.

  • MassMutual Private Wealth & Trust reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 261 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $13.7K.
  • MassMutual Private Wealth & Trust first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $17K in Q4 2020.
  • 438 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.