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20/20 Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

20/20 Capital Management’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
2021
Q1 		– Sell
-41,311
Closed -$2.52M – 161
2020
Q4 		$2.52M Buy
41,311
+35,992
+677% +$2.2M 0.74% 37
2020
Q3 		$323K Buy
+5,319
New +$326K 0.12% 115

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

20/20 Capital Management's USIG Position: Q1 2021 in Review

20/20 Capital Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2021, closing a stake of 41,311 shares — an estimated $2.52M sold.

20/20 Capital Management first reported a position in USIG in Q3 2020 and held it in 2 quarters. The position peaked at $2.52M in Q4 2020. 242 funds tracked by Wall St. Rank hold USIG as of Q1 2021.

  • 20/20 Capital Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • 20/20 Capital Management sold 41,311 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $2.52M.
  • 20/20 Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
  • 20/20 Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.52M in Q4 2020.
  • 242 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2021.

Based on 20/20 Capital Management's 13F filing for Q1 2021, filed 12 May 2021.