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S.A. Mason’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

S.A. Mason’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
2020
Q2 		– Sell
-310
Closed -$17K – 384
2020
Q1 		$17K Buy
310
+287
+1,248% +$16.7K 0.02% 282
2019
Q4 		$1K Buy
+23
New +$1.34K ﹤0.01% 450

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

S.A. Mason's USIG Position: Q2 2020 in Review

S.A. Mason sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2020, closing a stake of 310 shares — an estimated $17K sold.

S.A. Mason first reported a position in USIG in Q4 2019 and held it in 2 quarters. The position peaked at $17K in Q1 2020. 189 funds tracked by Wall St. Rank hold USIG as of Q2 2020.

  • S.A. Mason reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • S.A. Mason sold 310 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $17K.
  • S.A. Mason first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • S.A. Mason's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $17K in Q1 2020.
  • 189 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2020.

Based on S.A. Mason's 13F filing for Q2 2020, filed 27 Jul 2020.