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

Next Financial 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
2021
Q4 		$10K Buy
172
+54
+46% +$3.24K ﹤0.01% 2201
2021
Q3 		$7K Sell
118
-6
-5% -$365 ﹤0.01% 2168
2021
Q2 		$8K Sell
124
-1
-0.8% -$60 ﹤0.01% 2079
2021
Q1 		$7K Sell
125
-104
-45% -$6.26K ﹤0.01% 2015
2020
Q4 		$15K Buy
229
+220
+2,444% +$13.5K ﹤0.01% 1652
2020
Q3 		$1K Buy
+9
New +$551 ﹤0.01% 2145
2019
Q1 		– Sell
-544
Closed -$29K – 2111
2018
Q4 		$29K Buy
+544
New +$28.7K 0.01% 980
2017
Q4 		– Sell
-628
Closed -$35K – 1354
2017
Q3 		$35K Hold
628
– – 0.01% 809
2017
Q2 		$35K Hold
628
– – 0.01% 884
2017
Q1 		$35K Sell
628
-1,190
-65% -$65.1K 0.01% 839
2016
Q4 		$99K Hold
1,818
– – 0.02% 684
2016
Q3 		$103K Buy
1,818
+1,190
+189% +$67.7K 0.02% 653
2016
Q2 		$35K Hold
628
– – 0.01% 769
2016
Q1 		$34K Hold
628
– – 0.01% 752
2015
Q4 		$33K Buy
+628
New +$33.9K 0.01% 761
2014
Q4 		– Sell
-3,684
Closed -$204K – 2356
2014
Q3 		$204K Buy
+3,684
New +$205K 0.04% 448

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Next Financial Group's USIG Position: Q4 2021 in Review

Next Financial Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 46% in Q4 2021, buying an estimated $3.24K and bringing the position to 172 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

Next Financial Group first reported a position in USIG in Q3 2014 and has held it in 16 quarters since. The position peaked at $204K in Q3 2014. 292 funds tracked by Wall St. Rank hold USIG as of Q4 2021.

  • Next Financial Group held 172 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $10K as of Q4 2021.
  • Next Financial Group bought 54 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $3.24K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2201 holding.
  • Next Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2014 and has held it in 16 quarters since.
  • Next Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $204K in Q3 2014.
  • 292 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.