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MFM
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
Shares
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.2B AUM
21.09%
1-Year Est. Return
Temasek Holdings
Singapore
$30.5B AUM
13.98%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
AWM
AE Wealth Management
Topeka, Kansas
$18.5B AUM
19.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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