3EDGE Asset Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

3EDGE Asset 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
2022 Q3	–	Sell	-37,888	Closed	-$1.93M	–	51
2022 Q2	$1.93M	Sell	37,888 -9,197	-20%	-$479K	0.14%	13
2022 Q1	$2.59M	Sell	47,085 -5,015	-10%	-$285K	0.19%	18
2021 Q4	$3.11M	Buy	52,100 +2,655	+5%	+$159K	0.27%	16
2021 Q3	$2.97M	Buy	49,445 +3,354	+7%	+$204K	0.23%	17
2021 Q2	$2.79M	Buy	46,091 +11,081	+32%	+$662K	0.21%	18
2021 Q1	$2.07M	Buy	35,010 +1,194	+4%	+$71.9K	0.17%	18
2020 Q4	$2.1M	Buy	33,816 +10,109	+43%	+$619K	0.19%	17
2020 Q3	$1.44M	Buy	23,707 +4,728	+25%	+$290K	0.16%	12
2020 Q2	$1.15M	Buy	+18,979	New	+$1.11M	0.14%	12

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

3EDGE Asset Management's USIG Position: Q3 2022 in Review

3EDGE Asset Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2022, closing a stake of 37,888 shares — an estimated $1.93M sold.

3EDGE Asset Management first reported a position in USIG in Q2 2020 and held it in 9 quarters. The position peaked at $3.11M in Q4 2021. 267 funds tracked by Wall St. Rank hold USIG as of Q3 2022.

3EDGE Asset Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
3EDGE Asset Management sold 37,888 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $1.93M.
3EDGE Asset Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
3EDGE Asset Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $3.11M in Q4 2021.
267 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2022.

Based on 3EDGE Asset Management's 13F filing for Q3 2022, filed 17 Oct 2022.