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

OmniStar 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
2023
Q1 		– Sell
-5,529
Closed -$272K – 124
2022
Q4 		$272K Buy
5,529
+128
+2% +$6.24K 0.31% 91
2022
Q3 		$259K Buy
5,401
+99
+2% +$5.04K 0.31% 93
2022
Q2 		$270K Buy
5,302
+241
+5% +$12.6K 0.3% 96
2022
Q1 		$278K Buy
5,061
+69
+1% +$3.92K 0.28% 99
2021
Q4 		$298K Buy
4,992
+378
+8% +$22.7K 0.3% 101
2021
Q3 		$277K Buy
4,614
+290
+7% +$17.7K 0.33% 96
2021
Q2 		$262K Buy
4,324
+602
+16% +$36K 0.32% 91
2021
Q1 		$220K Sell
3,722
-4,150
-53% -$250K 0.28% 101
2020
Q4 		$488K Buy
7,872
+476
+6% +$29.1K 0.34% 82
2020
Q3 		$450K Sell
7,396
-92
-1% -$5.63K 0.34% 84
2020
Q2 		$452K Sell
7,488
-114
-1% -$6.67K 0.37% 84
2020
Q1 		$426K Buy
7,602
+423
+6% +$24.6K 0.42% 70
2019
Q4 		$419K Buy
7,179
+24
+0.3% +$1.4K 0.35% 84
2019
Q3 		$417K Buy
7,155
+427
+6% +$24.6K 0.36% 80
2019
Q2 		$384K Buy
6,728
+186
+3% +$10.3K 0.34% 88
2019
Q1 		$362K Sell
6,542
-753
-10% -$40.6K 0.32% 87
2018
Q4 		$386K Buy
7,295
+723
+11% +$38.1K 0.39% 72
2018
Q3 		$352K Sell
6,572
-504
-7% -$27.1K 0.27% 108
2018
Q2 		$379K Buy
7,076
+238
+3% +$12.8K 0.36% 75
2018
Q1 		$372K Buy
6,838
+1,976
+41% +$108K 0.36% 75
2017
Q4 		$272K Buy
+4,862
New +$272K 0.25% 90

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OmniStar Financial Group's USIG Position: Q1 2023 in Review

OmniStar Financial Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2023, closing a stake of 5,529 shares — an estimated $272K sold.

OmniStar Financial Group first reported a position in USIG in Q4 2017 and held it in 21 quarters. The position peaked at $488K in Q4 2020. 310 funds tracked by Wall St. Rank hold USIG as of Q1 2023.

  • OmniStar Financial Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • OmniStar Financial Group sold 5,529 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $272K.
  • OmniStar Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2017 and held it in 21 quarters.
  • OmniStar Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $488K in Q4 2020.
  • 310 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2023.

Based on OmniStar Financial Group's 13F filing for Q1 2023, filed 1 May 2023.