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

Oxford 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
Q2 		– Sell
-18
Closed -$912 – 305
2023
Q1 		$912 Buy
+18
New +$904 ﹤0.01% 259
2022
Q1 		– Sell
-25
Closed -$1K – 288
2021
Q4 		$1K Buy
+25
New +$1.5K ﹤0.01% 269

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Oxford Financial Group's USIG Position: Q2 2023 in Review

Oxford Financial Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2023, closing a stake of 18 shares — an estimated $912 sold.

Oxford Financial Group first reported a position in USIG in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 329 funds tracked by Wall St. Rank hold USIG as of Q2 2023.

  • Oxford Financial Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Oxford Financial Group sold 18 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $912.
  • Oxford Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Oxford Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1K in Q4 2021.
  • 329 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Oxford Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.