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Romano Brothers & Co’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-97
Closed -$4.76K – 940
2022
Q4 		$4.76K Buy
+97
New +$4.73K ﹤0.01% 846

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
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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Romano Brothers & Co's USIG Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2023, closing a stake of 97 shares — an estimated $4.76K sold.

Romano Brothers & Co first reported a position in USIG in Q4 2022 and held it in 1 quarter. The position peaked at $4.76K in Q4 2022. 311 funds tracked by Wall St. Rank hold USIG as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 97 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $4.76K.
  • Romano Brothers & Co first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $4.76K in Q4 2022.
  • 311 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.