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Sanctuary Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Sanctuary Wealth Management’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 		$5.13K Hold
102
– – ﹤0.01% 192
2024
Q3 		$5.36K Hold
102
– – ﹤0.01% 197
2024
Q2 		$5.12K Buy
+102
New +$5.1K ﹤0.01% 181

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

Sanctuary Wealth Management's USIG Position: Q4 2024 in Review

Sanctuary Wealth Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q4 2024 at 102 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Sanctuary Wealth Management first reported a position in USIG in Q2 2024 and has held it in 3 quarters since. The position peaked at $5.36K in Q3 2024. 438 funds tracked by Wall St. Rank hold USIG as of Q4 2024.

  • Sanctuary Wealth Management held 102 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.13K as of Q4 2024.
  • Sanctuary Wealth Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q4 2024.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #192 holding.
  • Sanctuary Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Sanctuary Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $5.36K in Q3 2024.
  • 438 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.