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Personal Capital Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Personal Capital Advisors’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
2022
Q4 		$478M Buy
+9,741,579
New +$475M 2.32% 8

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Personal Capital Advisors's USIG Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2022: 9,741,579 shares worth $478M. The stake represents 2.32% of the portfolio and ranks #8 among its holdings.

287 funds tracked by Wall St. Rank hold USIG as of Q4 2022.

  • Personal Capital Advisors held 9,741,579 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $478M as of Q4 2022.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Personal Capital Advisors position in Q4 2022.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 2.32% of Personal Capital Advisors's portfolio in Q4 2022, its #8 holding.
  • 287 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.