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West Branch Capital’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

West Branch Capital’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
Q3 		– Sell
-198
Closed -$9.94K – 640
2024
Q2 		$9.94K Buy
+198
New +$9.9K ﹤0.01% 271

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

West Branch Capital's USIG Position: Q3 2024 in Review

West Branch Capital sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2024, closing a stake of 198 shares — an estimated $9.94K sold.

West Branch Capital first reported a position in USIG in Q2 2024 and held it in 1 quarter. The position peaked at $9.94K in Q2 2024. 398 funds tracked by Wall St. Rank hold USIG as of Q3 2024.

  • West Branch Capital reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • West Branch Capital sold 198 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $9.94K.
  • West Branch Capital first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • West Branch Capital's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $9.94K in Q2 2024.
  • 398 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2024.

Based on West Branch Capital's 13F filing for Q3 2024, filed 18 Oct 2024.