PIG
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Pantheon Investment Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Pantheon Investment 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 		$252K Sell
4,202
-639
-13% -$38.3K 0.2% 72
2021
Q3 		$294K Sell
4,841
-1,969
-29% -$120K 0.25% 69
2021
Q2 		$413K Sell
6,810
-1,640
-19% -$97.9K 0.35% 65
2021
Q1 		$499K Buy
8,450
+450
+6% +$27.1K 0.48% 59
2020
Q4 		$496K Sell
8,000
-930
-10% -$57K 0.54% 57
2020
Q3 		$543K Buy
8,930
+2,830
+46% +$173K 0.65% 51
2020
Q2 		$369K Buy
+6,100
New +$357K 0.46% 51

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

Pantheon Investment Group's USIG Position: Q4 2021 in Review

Pantheon Investment Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 13% in Q4 2021, selling an estimated $38.3K and leaving 4,202 shares worth $252K. The position accounts for 0.2% of the portfolio, ranked #72.

Pantheon Investment Group first reported a position in USIG in Q2 2020 and has held it in 7 quarters since. The position peaked at $543K in Q3 2020. 292 funds tracked by Wall St. Rank hold USIG as of Q4 2021.

  • Pantheon Investment Group held 4,202 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $252K as of Q4 2021.
  • Pantheon Investment Group sold 639 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $38.3K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.2% of Pantheon Investment Group's portfolio in Q4 2021, its #72 holding.
  • Pantheon Investment Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 7 quarters since.
  • Pantheon Investment Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $543K in Q3 2020.
  • 292 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Pantheon Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.