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Planned Solutions’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Planned Solutions’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
Q4 		– Sell
-112
Closed -$5.89K – 602
2024
Q3 		$5.89K Buy
+112
New +$5.78K ﹤0.01% 486
2024
Q1 		– Sell
-112
Closed -$5.74K – 522
2023
Q4 		$5.74K Buy
+112
New +$5.46K ﹤0.01% 465
2021
Q1 		– Sell
-112
Closed -$7K – 386
2020
Q4 		$7K Hold
112
– – 0.01% 353
2020
Q3 		$7K Buy
+112
New +$6.86K 0.01% 269

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Planned Solutions's USIG Position: Q4 2024 in Review

Planned Solutions sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2024, closing a stake of 112 shares — an estimated $5.89K sold.

Planned Solutions first reported a position in USIG in Q3 2020 and held it in 4 quarters. The position peaked at $7K in Q4 2020. 438 funds tracked by Wall St. Rank hold USIG as of Q4 2024.

  • Planned Solutions reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 112 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $5.89K.
  • Planned Solutions first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $7K in Q4 2020.
  • 438 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.