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Swift Run Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Swift Run Capital 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
2020
Q4 		$209K Hold
3,380
– – 0.4% 42
2020
Q3 		$205K Hold
3,380
– – 0.41% 44
2020
Q2 		$204K Buy
+3,380
New +$198K 0.34% 47

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Swift Run Capital Management's USIG Position: Q4 2020 in Review

Swift Run Capital Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q4 2020 at 3,380 shares worth $209K. The position accounts for 0.4% of the portfolio, ranked #42.

Swift Run Capital Management first reported a position in USIG in Q2 2020 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold USIG as of Q4 2020.

  • Swift Run Capital Management held 3,380 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $209K as of Q4 2020.
  • Swift Run Capital Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q4 2020.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.4% of Swift Run Capital Management's portfolio in Q4 2020, its #42 holding.
  • Swift Run Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 3 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Swift Run Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.