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Orion Portfolio Solutions’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-791
Closed -$48K – 1963
2020
Q2 		$48K Sell
791
-15
-2% -$878 ﹤0.01% 713
2020
Q1 		$45K Sell
806
-17
-2% -$987 ﹤0.01% 615
2019
Q4 		$48K Buy
+823
New +$47.9K ﹤0.01% 559

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Orion Portfolio Solutions's USIG Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2020, closing a stake of 791 shares — an estimated $48K sold.

Orion Portfolio Solutions first reported a position in USIG in Q4 2019 and held it in 3 quarters. The position peaked at $48K in Q2 2020. 216 funds tracked by Wall St. Rank hold USIG as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 791 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $48K.
  • Orion Portfolio Solutions first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $48K in Q2 2020.
  • 216 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.