MSH Capital Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

MSH Capital 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	-4,181	Closed	-$201K	–	229
2023 Q3	$201K	Sell	4,181 -514	-11%	-$25.3K	0.08%	205
2023 Q2	$235K	Buy	4,695 +40	+0.9%	+$2.01K	0.09%	193
2023 Q1	$236K	Sell	4,655 -10	-0.2%	-$502	0.1%	178
2022 Q4	$229K	Sell	4,665 -44	-0.9%	-$2.14K	0.1%	184
2022 Q3	$226K	Sell	4,709 -11	-0.2%	-$560	0.11%	172
2022 Q2	$241K	Sell	4,720 -434	-8%	-$22.6K	0.11%	168
2022 Q1	$284K	Sell	5,154 -141	-3%	-$8K	0.12%	161
2021 Q4	$316K	Buy	+5,295	New	+$318K	0.14%	144

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

MSH Capital Advisors's USIG Position: Q4 2023 in Review

MSH Capital Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2023, closing a stake of 4,181 shares — an estimated $201K sold.

MSH Capital Advisors first reported a position in USIG in Q4 2021 and held it in 8 quarters. The position peaked at $316K in Q4 2021. 382 funds tracked by Wall St. Rank hold USIG as of Q4 2023.

MSH Capital Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
MSH Capital Advisors sold 4,181 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $201K.
MSH Capital Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
MSH Capital Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $316K in Q4 2021.
382 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2023.

Based on MSH Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2025.