Meitav Investment House’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Meitav Investment House’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 Q3	–	Sell	-1,574	Closed	-$78.8K	–	504
2023 Q2	$78.8K	Buy	+1,574	New	+$79K	﹤0.01%	406
2021 Q4	–	Sell	-4,060	Closed	-$244K	–	420
2021 Q3	$244K	Hold	4,060	–	–	﹤0.01%	364
2021 Q2	$246K	Hold	4,060	–	–	0.01%	377
2021 Q1	$240	Sell	4,060 -595	-13%	-$35.8K	0.01%	340
2020 Q4	$288K	Buy	4,655 +712	+18%	+$43.6K	0.01%	342
2020 Q3	$240K	Buy	+3,943	New	+$242K	0.01%	359
2018 Q3	–	Sell	-1,480	Closed	-$289K	–	473
2018 Q2	$289K	Buy	+1,480	New	+$79.5K	0.01%	384

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Meitav Investment House's USIG Position: Q3 2023 in Review

Meitav Investment House sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2023, closing a stake of 1,574 shares — an estimated $78.8K sold.

Meitav Investment House first reported a position in USIG in Q2 2018 and held it in 7 quarters. The position peaked at $289K in Q2 2018. 338 funds tracked by Wall St. Rank hold USIG as of Q3 2023.

Meitav Investment House reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 1,574 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $78.8K.
Meitav Investment House first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2018 and held it in 7 quarters.
Meitav Investment House's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $289K in Q2 2018.
338 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.