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Pinnacle Advisory Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Pinnacle Advisory 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
Q1 		$91M Buy
1,541,372
+266,819
+21% +$16.1M 4.19% 4
2020
Q4 		$79M Buy
1,274,553
+21,190
+2% +$1.3M 4.78% 3
2020
Q3 		$76.2M Buy
1,253,363
+582,908
+87% +$35.7M 5.06% 3
2020
Q2 		$40.5M Buy
+670,455
New +$39.2M 2.82% 12

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pinnacle Advisory Group's USIG Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 21% in Q1 2021, buying an estimated $16.1M and bringing the position to 1,541,372 shares worth $91M. The position accounts for 4.19% of the portfolio, ranked #4.

Pinnacle Advisory Group first reported a position in USIG in Q2 2020 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold USIG as of Q1 2021.

  • Pinnacle Advisory Group held 1,541,372 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $91M as of Q1 2021.
  • Pinnacle Advisory Group bought 266,819 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $16.1M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 4.19% of Pinnacle Advisory Group's portfolio in Q1 2021, its #4 holding.
  • Pinnacle Advisory Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 4 quarters since.
  • 242 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.