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WesBanco Bank’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

WesBanco Bank’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
Q3 		– Sell
-5,696
Closed -$285K – 590
2023
Q2 		$285K Sell
5,696
-440
-7% -$22.1K 0.01% 494
2023
Q1 		$311K Buy
6,136
+600
+11% +$30.1K 0.01% 489
2022
Q4 		$272K Hold
5,536
– – 0.01% 508
2022
Q3 		$266K Hold
5,536
– – 0.02% 317
2022
Q2 		$282K Hold
5,536
– – 0.01% 484
2022
Q1 		$304K Hold
5,536
– – 0.01% 490
2021
Q4 		$331K Hold
5,536
– – 0.01% 487
2021
Q3 		$333K Hold
5,536
– – 0.01% 487
2021
Q2 		$336K Hold
5,536
– – 0.01% 482
2021
Q1 		$327K Buy
+5,536
New +$333K 0.01% 460
2020
Q3 		$837K Buy
13,768
+1,629
+13% +$99.8K 0.04% 291
2020
Q2 		$734K Hold
12,139
– – 0.04% 295
2020
Q1 		$680K Sell
12,139
-818
-6% -$47.5K 0.04% 283
2019
Q4 		$756K Hold
12,957
– – 0.03% 315
2019
Q3 		$755K Buy
12,957
+440
+4% +$25.4K 0.04% 305
2019
Q2 		$715K Buy
12,517
+539
+4% +$29.9K 0.03% 314
2019
Q1 		$662K Buy
11,978
+370
+3% +$20K 0.03% 318
2018
Q4 		$614K Hold
11,608
– – 0.04% 288
2018
Q3 		$623K Hold
11,608
– – 0.03% 332
2018
Q2 		$621K Buy
11,608
+1,400
+14% +$75.2K 0.03% 321
2018
Q1 		$557K Hold
10,208
– – 0.03% 341
2017
Q4 		$572K Buy
10,208
+2,682
+36% +$150K 0.04% 242
2017
Q3 		$422K Buy
7,526
+90
+1% +$5.04K 0.02% 374
2017
Q2 		$415K Buy
7,436
+1,816
+32% +$101K 0.02% 365
2017
Q1 		$309K Hold
5,620
– – 0.02% 396
2016
Q4 		$307K Buy
5,620
+720
+15% +$39.8K 0.02% 389
2016
Q3 		$279K Hold
4,900
– – 0.02% 408
2016
Q2 		$278K Buy
+4,900
New +$273K 0.02% 407

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WesBanco Bank's USIG Position: Q3 2023 in Review

WesBanco Bank sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2023, closing a stake of 5,696 shares — an estimated $285K sold.

WesBanco Bank first reported a position in USIG in Q2 2016 and held it in 28 quarters. The position peaked at $837K in Q3 2020. 338 funds tracked by Wall St. Rank hold USIG as of Q3 2023.

  • WesBanco Bank reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • WesBanco Bank sold 5,696 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $285K.
  • WesBanco Bank first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2016 and held it in 28 quarters.
  • WesBanco Bank's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $837K in Q3 2020.
  • 338 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2023.

Based on WesBanco Bank's 13F filing for Q3 2023, filed 11 Dec 2023.