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

Phoenix Financial’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
2020
Q1 		– Sell
-10,317
Closed -$598K – 326
2019
Q4 		$598K Hold
10,317
– – 0.03% 168
2019
Q3 		$573K Buy
+10,317
New +$595K 0.03% 161

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Phoenix Financial's USIG Position: Q1 2020 in Review

Phoenix Financial sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2020, closing a stake of 10,317 shares — an estimated $598K sold.

Phoenix Financial first reported a position in USIG in Q3 2019 and held it in 2 quarters. The position peaked at $598K in Q4 2019. 166 funds tracked by Wall St. Rank hold USIG as of Q1 2020.

  • Phoenix Financial reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Phoenix Financial sold 10,317 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $598K.
  • Phoenix Financial first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2019 and held it in 2 quarters.
  • Phoenix Financial's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $598K in Q4 2019.
  • 166 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Phoenix Financial's 13F filing for Q1 2020, filed 20 May 2020.