Newbridge Financial Services Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Newbridge Financial Services 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	–	Sell	-446	Closed	-$22.4K	–	1403
2023 Q2	$22.4K	Sell	446 -42	-9%	-$2.11K	0.01%	664
2023 Q1	$24.7K	Buy	488 +3	+0.6%	+$151	0.01%	646
2022 Q4	$23.8K	Sell	485 -247	-34%	-$12K	0.01%	660
2022 Q3	$35K	Buy	732 +256	+54%	+$13K	0.02%	547
2022 Q2	$24K	Buy	476 +3	+0.6%	+$156	0.01%	610
2022 Q1	$26K	Buy	473 +428	+951%	+$24.3K	0.01%	653
2021 Q4	$3K	Hold	45	–	–	﹤0.01%	1192
2021 Q3	$3K	Buy	45 +1	+2%	+$61	﹤0.01%	1142
2021 Q2	$3K	Hold	44	–	–	﹤0.01%	1238
2021 Q1	$3K	Buy	+44	New	+$2.65K	﹤0.01%	1135

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

Newbridge Financial Services Group's USIG Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2023, closing a stake of 446 shares — an estimated $22.4K sold.

Newbridge Financial Services Group first reported a position in USIG in Q1 2021 and held it in 10 quarters. The position peaked at $35K in Q3 2022. 338 funds tracked by Wall St. Rank hold USIG as of Q3 2023.

Newbridge Financial Services Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 446 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $22.4K.
Newbridge Financial Services Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2021 and held it in 10 quarters.
Newbridge Financial Services Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $35K in Q3 2022.
338 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.