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Stadion Money Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Stadion Money 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
2022
Q3 		– Sell
-181,817
Closed -$9.27M – 27
2022
Q2 		$9.27M Sell
181,817
-1,814
-1% -$94.5K 0.75% 20
2022
Q1 		$10.1M Sell
183,631
-3,944
-2% -$224K 0.57% 24
2021
Q4 		$11.2M Sell
187,575
-11,232
-6% -$674K 0.59% 21
2021
Q3 		$11.9M Sell
198,807
-8,383
-4% -$511K 0.79% 18
2021
Q2 		$12.6M Sell
207,190
-8,400
-4% -$502K 0.63% 18
2021
Q1 		$12.7M Buy
215,590
+8,138
+4% +$490K 0.58% 29
2020
Q4 		$12.9M Sell
207,452
-1,341
-0.6% -$82.1K 0.47% 31
2020
Q3 		$12.7M Buy
208,793
+2,275
+1% +$139K 0.51% 34
2020
Q2 		$12.5M Sell
206,518
-10,421
-5% -$610K 0.51% 31
2020
Q1 		$12.2M Sell
216,939
-14,081
-6% -$817K 0.71% 25
2019
Q4 		$13.5M Buy
231,020
+5,250
+2% +$305K 0.48% 33
2019
Q3 		$13.2M Sell
225,770
-25,750
-10% -$1.49M 0.49% 35
2019
Q2 		$14.4M Sell
251,520
-13,900
-5% -$772K 0.51% 35
2019
Q1 		$14.7M Sell
265,420
-10,470
-4% -$565K 0.52% 33
2018
Q4 		$14.6M Buy
+275,890
New +$14.5M 0.64% 36

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Stadion Money Management's USIG Position: Q3 2022 in Review

Stadion Money Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2022, closing a stake of 181,817 shares — an estimated $9.27M sold.

Stadion Money Management first reported a position in USIG in Q4 2018 and held it in 15 quarters. The position peaked at $14.7M in Q1 2019. 267 funds tracked by Wall St. Rank hold USIG as of Q3 2022.

  • Stadion Money Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Stadion Money Management sold 181,817 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $9.27M.
  • Stadion Money Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2018 and held it in 15 quarters.
  • Stadion Money Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $14.7M in Q1 2019.
  • 267 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Stadion Money Management's 13F filing for Q3 2022, filed 14 Nov 2022.