ZIG
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Zullo Investment Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-92
Closed -$4.52K – 678
2022
Q4 		$4.52K Hold
92
– – ﹤0.01% 616
2022
Q3 		$4K Hold
92
– – ﹤0.01% 634
2022
Q2 		$5K Hold
92
– – ﹤0.01% 638
2022
Q1 		$5K Hold
92
– – ﹤0.01% 669
2021
Q4 		$5K Buy
+92
New +$5.52K ﹤0.01% 670

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Zullo Investment Group's USIG Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2023, closing a stake of 92 shares — an estimated $4.52K sold.

Zullo Investment Group first reported a position in USIG in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 311 funds tracked by Wall St. Rank hold USIG as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 92 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $4.52K.
  • Zullo Investment Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $5K in Q2 2022.
  • 311 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.