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Semmax Financial Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Semmax Financial Advisors’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
-162
Closed -$7.78K – 414
2023
Q3 		$7.78K Buy
+162
New +$7.97K ﹤0.01% 205

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

Semmax Financial Advisors's USIG Position: Q4 2023 in Review

Semmax Financial Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2023, closing a stake of 162 shares — an estimated $7.78K sold.

Semmax Financial Advisors first reported a position in USIG in Q3 2023 and held it in 1 quarter. The position peaked at $7.78K in Q3 2023. 382 funds tracked by Wall St. Rank hold USIG as of Q4 2023.

  • Semmax Financial Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Semmax Financial Advisors sold 162 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $7.78K.
  • Semmax Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Semmax Financial Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $7.78K in Q3 2023.
  • 382 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Semmax Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.