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New Legacy Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

New Legacy Group’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 		$365K Hold
7,600
– – 1% 20
2023
Q2 		$381K Hold
7,600
– – 0.96% 20
2023
Q1 		$385K Hold
7,600
– – 1.1% 20
2022
Q4 		$373K Hold
7,600
– – 1.16% 21
2022
Q3 		$365K Hold
7,600
– – 0.94% 21
2022
Q2 		$387K Hold
7,600
– – 0.78% 21
2022
Q1 		$418K Hold
7,600
– – 0.16% 20
2021
Q4 		$454K Buy
+7,600
New +$456K 0.09% 23

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

New Legacy Group's USIG Position: Q3 2023 in Review

New Legacy Group held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q3 2023 at 7,600 shares worth $365K. The position accounts for 1% of the portfolio, ranked #20.

New Legacy Group first reported a position in USIG in Q4 2021 and has held it in 8 quarters since. The position peaked at $454K in Q4 2021. 338 funds tracked by Wall St. Rank hold USIG as of Q3 2023.

  • New Legacy Group held 7,600 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $365K as of Q3 2023.
  • New Legacy Group left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q3 2023.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 1% of New Legacy Group's portfolio in Q3 2023, its #20 holding.
  • New Legacy Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 8 quarters since.
  • New Legacy Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $454K in Q4 2021.
  • 338 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2023.

Based on New Legacy Group's 13F filing for Q3 2023, filed 14 Nov 2023.