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VisionPoint Advisory Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

VisionPoint Advisory Group’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
2024
Q1 		– Sell
-1
Closed -$51 – 797
2023
Q4 		$14 Buy
+1
New +$49 ﹤0.01% 728

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VisionPoint Advisory Group's USIG Position: Q1 2024 in Review

VisionPoint Advisory Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2024, closing a stake of 1 share — an estimated $51 sold.

VisionPoint Advisory Group first reported a position in USIG in Q4 2023 and held it in 1 quarter. The position peaked at $14 in Q4 2023. 378 funds tracked by Wall St. Rank hold USIG as of Q1 2024.

  • VisionPoint Advisory Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 1 iShares Broad USD Investment Grade Corporate Bond ETF share in Q1 2024, an estimated $51.
  • VisionPoint Advisory Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $14 in Q4 2023.
  • 378 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2024.

Based on VisionPoint Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.