MD Financial Management
USIG icon

MD Financial Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

MD Financial 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
2021
Q4 		$33.5M Sell
560,101
-5,414
-1% -$325K 0.81% 42
2021
Q3 		$34M Sell
565,515
-626,543
-53% -$38.2M 0.86% 39
2021
Q2 		$70.3M Buy
1,192,058
+175,240
+17% +$10.5M 2.02% 19
2021
Q1 		$59.8M Buy
1,016,818
+73,486
+8% +$4.43M 1.74% 17
2020
Q4 		$58.5M Buy
943,332
+42,765
+5% +$2.62M 1.85% 21
2020
Q3 		$54.7M Buy
900,567
+245,020
+37% +$15M 2.21% 17
2020
Q2 		$39.6M Buy
655,547
+85,098
+15% +$4.98M 2.14% 23
2020
Q1 		$32M Sell
570,449
-485,811
-46% -$28.2M 1.98% 21
2019
Q4 		$61.6M Buy
1,056,260
+589,872
+126% +$34.3M 3.1% 15
2019
Q3 		$27.2M Buy
466,388
+39,573
+9% +$2.28M 1.43% 26
2019
Q2 		$24.4M Buy
+426,815
New +$23.7M 1.18% 27

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MD Financial Management's USIG Position: Q4 2021 in Review

MD Financial Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.96% in Q4 2021, selling an estimated $325K and leaving 560,101 shares worth $33.5M. The position accounts for 0.81% of the portfolio, ranked #42.

MD Financial Management first reported a position in USIG in Q2 2019 and has held it in 11 quarters since. The position peaked at $70.3M in Q2 2021. 292 funds tracked by Wall St. Rank hold USIG as of Q4 2021.

  • MD Financial Management held 560,101 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $33.5M as of Q4 2021.
  • MD Financial Management sold 5,414 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $325K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.81% of MD Financial Management's portfolio in Q4 2021, its #42 holding.
  • MD Financial Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 11 quarters since.
  • MD Financial Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $70.3M in Q2 2021.
  • 292 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.