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Morton Brown Family Wealth’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Morton Brown Family Wealth’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
Q2 		– Sell
-152
Closed -$7.72K – 235
2024
Q1 		$7.72K Buy
+152
New +$7.7K ﹤0.01% 163

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morton Brown Family Wealth's USIG Position: Q2 2024 in Review

Morton Brown Family Wealth sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2024, closing a stake of 152 shares — an estimated $7.72K sold.

Morton Brown Family Wealth first reported a position in USIG in Q1 2024 and held it in 1 quarter. The position peaked at $7.72K in Q1 2024. 395 funds tracked by Wall St. Rank hold USIG as of Q2 2024.

  • Morton Brown Family Wealth reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 152 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $7.72K.
  • Morton Brown Family Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Morton Brown Family Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $7.72K in Q1 2024.
  • 395 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Morton Brown Family Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.