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

Peterson 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
2024 Q3	$622K	Sell	11,829 -1,030	-8%	-$53.2K	2.39%	10
2024 Q2	$646K	Buy	12,859 +607	+5%	+$30.4K	3.94%	9
2024 Q1	$622K	Sell	12,252 -1,128	-8%	-$57.1K	4.06%	9
2023 Q4	$686K	Buy	13,380 +1,292	+11%	+$63K	4.5%	8
2023 Q3	$581K	Buy	12,088 +343	+3%	+$16.9K	5.78%	7
2023 Q2	$588K	Buy	11,745 +304	+3%	+$15.3K	5.4%	8
2023 Q1	$580K	Sell	11,441 -2,458	-18%	-$123K	5.83%	8
2022 Q4	$683K	Sell	13,899 -1,375	-9%	-$67K	0.9%	50
2022 Q3	$734K	Sell	15,274 -863	-5%	-$44K	0.71%	52
2022 Q2	$823K	Sell	16,137 -1,989	-11%	-$104K	0.77%	51
2022 Q1	$998K	Buy	18,126 +147	+0.8%	+$8.35K	0.83%	50
2021 Q4	$1.07M	Buy	+17,979	New	+$1.08M	0.88%	49

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peterson Financial Group's USIG Position: Q3 2024 in Review

Peterson Financial Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 8% in Q3 2024, selling an estimated $53.2K and leaving 11,829 shares worth $622K. The position accounts for 2.39% of the portfolio, ranked #10.

Peterson Financial Group first reported a position in USIG in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2021. 398 funds tracked by Wall St. Rank hold USIG as of Q3 2024.

Peterson Financial Group held 11,829 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $622K as of Q3 2024.
Peterson Financial Group sold 1,030 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $53.2K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 2.39% of Peterson Financial Group's portfolio in Q3 2024, its #10 holding.
Peterson Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 12 quarters since.
Peterson Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.07M in Q4 2021.
398 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.