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Weaver Consulting Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Weaver Consulting 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
2020
Q4 		– Sell
-2,601
Closed -$158K – 861
2020
Q3 		$158K Hold
2,601
– – 0.09% 144
2020
Q2 		$157K Buy
2,601
+374
+17% +$21.9K 0.09% 144
2020
Q1 		$125K Buy
2,227
+347
+18% +$20.1K 0.08% 141
2019
Q4 		$110K Hold
1,880
– – 0.06% 160
2019
Q3 		$107K Hold
1,880
– – 0.06% 157
2019
Q2 		$107K Hold
1,880
– – 0.06% 144
2019
Q1 		$105K Buy
+1,880
New +$101K 0.03% 317

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

Weaver Consulting Group's USIG Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2020, closing a stake of 2,601 shares — an estimated $158K sold.

Weaver Consulting Group first reported a position in USIG in Q1 2019 and held it in 7 quarters. The position peaked at $158K in Q3 2020. 250 funds tracked by Wall St. Rank hold USIG as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 2,601 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $158K.
  • Weaver Consulting Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $158K in Q3 2020.
  • 250 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.