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

Security Financial Services’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
-15,853
Closed -$762K – 176
2023
Q3 		$762K Buy
15,853
+982
+7% +$48.3K 0.22% 76
2023
Q2 		$745K Sell
14,871
-8,875
-37% -$446K 0.21% 72
2023
Q1 		$1.2M Buy
23,746
+1,452
+7% +$72.9K 0.37% 51
2022
Q4 		$1.09M Buy
22,294
+13,346
+149% +$650K 0.34% 61
2022
Q3 		$430K Sell
8,948
-8,618
-49% -$439K 0.15% 97
2022
Q2 		$895K Sell
17,566
-1,333
-7% -$69.4K 0.29% 66
2022
Q1 		$1.04M Buy
18,899
+11,811
+167% +$670K 0.33% 56
2021
Q4 		$423K Buy
+7,088
New +$425K 0.14% 91

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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