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

Tortoise Investment 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
2023
Q2 		– Sell
-2
Closed -$101 – 797
2023
Q1 		$101 Buy
+2
New +$100 ﹤0.01% 759

Other funds holding USIG

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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
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Tortoise Investment Management's USIG Position: Q2 2023 in Review

Tortoise Investment Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2023, closing a stake of 2 shares — an estimated $101 sold.

Tortoise Investment Management first reported a position in USIG in Q1 2023 and held it in 1 quarter. The position peaked at $101 in Q1 2023. 329 funds tracked by Wall St. Rank hold USIG as of Q2 2023.

  • Tortoise Investment Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Tortoise Investment Management sold 2 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $101.
  • Tortoise Investment Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Tortoise Investment Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $101 in Q1 2023.
  • 329 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Tortoise Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.