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

Prudential 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
2023 Q4	–	Sell	-7,975	Closed	-$383K	–	2719
2023 Q3	$383K	Buy	+7,975	New	+$392K	﹤0.01%	2174
2021 Q1	–	Sell	-3,502	Closed	-$217K	–	2535
2020 Q4	$217K	Sell	3,502 -1,369	-28%	-$83.8K	﹤0.01%	2339
2020 Q3	$296K	Buy	4,871 +188	+4%	+$11.5K	﹤0.01%	2162
2020 Q2	$283K	Buy	+4,683	New	+$274K	﹤0.01%	2126

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

JSTA

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Prudential Financial's USIG Position: Q4 2023 in Review

Prudential Financial sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2023, closing a stake of 7,975 shares — an estimated $383K sold.

Prudential Financial first reported a position in USIG in Q2 2020 and held it in 4 quarters. The position peaked at $383K in Q3 2023. 382 funds tracked by Wall St. Rank hold USIG as of Q4 2023.

Prudential Financial reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Prudential Financial sold 7,975 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $383K.
Prudential Financial first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
Prudential Financial's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $383K in Q3 2023.
382 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Prudential Financial's 13F filing for Q4 2023, filed 13 Feb 2024.