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Phillips Financial Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Phillips Financial Management’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
Q2 		– Sell
-280
Closed -$14.2K – 275
2024
Q1 		$14.2K Hold
280
– – ﹤0.01% 234
2023
Q4 		$14.4K Hold
280
– – ﹤0.01% 217
2023
Q3 		$13.5K Hold
280
– – ﹤0.01% 218
2023
Q2 		$14K Hold
280
– – ﹤0.01% 214
2023
Q1 		$14.2K Hold
280
– – ﹤0.01% 217
2022
Q4 		$13.8K Sell
280
-123
-31% -$5.99K ﹤0.01% 204
2022
Q3 		$19K Buy
+403
New +$20.5K ﹤0.01% 192

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Phillips Financial Management's USIG Position: Q2 2024 in Review

Phillips Financial Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2024, closing a stake of 280 shares — an estimated $14.2K sold.

Phillips Financial Management first reported a position in USIG in Q3 2022 and held it in 7 quarters. The position peaked at $19K in Q3 2022. 395 funds tracked by Wall St. Rank hold USIG as of Q2 2024.

  • Phillips Financial Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Phillips Financial Management sold 280 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $14.2K.
  • Phillips Financial Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
  • Phillips Financial Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $19K in Q3 2022.
  • 395 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Phillips Financial Management's 13F filing for Q2 2024, filed 8 Aug 2024.