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

Retirement 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
2024
Q1 		$14.5K Hold
286
– – 0.01% 406
2023
Q4 		$14.7K Hold
286
– – 0.01% 390
2023
Q3 		$13.7K Hold
286
– – 0.01% 370
2023
Q2 		$14.3K Hold
286
– – 0.01% 369
2023
Q1 		$14K Hold
286
– – 0.01% 356
2022
Q4 		$14K Buy
+286
New +$13.9K 0.01% 323

Other funds holding USIG

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
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
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
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

Retirement Group's USIG Position: Q1 2024 in Review

Retirement Group held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2024 at 286 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #406.

Retirement Group first reported a position in USIG in Q4 2022 and has held it in 6 quarters since. The position peaked at $14.7K in Q4 2023. 378 funds tracked by Wall St. Rank hold USIG as of Q1 2024.

  • Retirement Group held 286 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $14.5K as of Q1 2024.
  • Retirement Group left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2024.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #406 holding.
  • Retirement Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • Retirement Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $14.7K in Q4 2023.
  • 378 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.