Moneta Group Investment Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Moneta Group Investment Advisors’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 Q4	–	Sell	-4,318	Closed	-$208K	–	580
2023 Q3	$208K	Buy	4,318 +171	+4%	+$8.41K	﹤0.01%	487
2023 Q2	$208K	Buy	4,147 +12	+0.3%	+$602	﹤0.01%	509
2023 Q1	$209K	Buy	+4,135	New	+$208K	0.01%	491

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

Moneta Group Investment Advisors's USIG Position: Q4 2023 in Review

Moneta Group Investment Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2023, closing a stake of 4,318 shares — an estimated $208K sold.

Moneta Group Investment Advisors first reported a position in USIG in Q1 2023 and held it in 3 quarters. The position peaked at $209K in Q1 2023. 382 funds tracked by Wall St. Rank hold USIG as of Q4 2023.

Moneta Group Investment Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Moneta Group Investment Advisors sold 4,318 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $208K.
Moneta Group Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
Moneta Group Investment Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $209K in Q1 2023.
382 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.