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Valley National Advisers’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Valley National Advisers’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
Q1 		– Sell
-17
Closed -$1K – 986
2021
Q4 		$1K Hold
17
– – ﹤0.01% 884
2021
Q3 		$1K Hold
17
– – ﹤0.01% 848
2021
Q2 		$1K Hold
17
– – ﹤0.01% 857
2021
Q1 		$1K Hold
17
– – ﹤0.01% 821
2020
Q4 		$1K Buy
+17
New +$1.04K ﹤0.01% 777

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 $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Valley National Advisers's USIG Position: Q1 2022 in Review

Valley National Advisers sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2022, closing a stake of 17 shares — an estimated $1K sold.

Valley National Advisers first reported a position in USIG in Q4 2020 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 288 funds tracked by Wall St. Rank hold USIG as of Q1 2022.

  • Valley National Advisers reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Valley National Advisers sold 17 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $1K.
  • Valley National Advisers first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
  • Valley National Advisers's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Valley National Advisers's 13F filing for Q1 2022, filed 6 May 2022.