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World Equity Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

World Equity 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
-5,528
Closed -$283K – 365
2023
Q4 		$283K Sell
5,528
-58
-1% -$2.83K 0.06% 260
2023
Q3 		$269K Buy
+5,586
New +$275K 0.06% 279

Other funds holding USIG

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

World Equity Group's USIG Position: Q1 2024 in Review

World Equity Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2024, closing a stake of 5,528 shares — an estimated $283K sold.

World Equity Group first reported a position in USIG in Q3 2023 and held it in 2 quarters. The position peaked at $283K in Q4 2023. 378 funds tracked by Wall St. Rank hold USIG as of Q1 2024.

  • World Equity Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • World Equity Group sold 5,528 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $283K.
  • World Equity Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2023 and held it in 2 quarters.
  • World Equity Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $283K 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 World Equity Group's 13F filing for Q1 2024, filed 18 Jul 2024.