Acorn Financial Advisory Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Acorn Financial Advisory Services’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	-4,530	Closed	-$281K	–	225
2020 Q4	$281K	Sell	4,530 -818	-15%	-$50.1K	0.11%	179
2020 Q3	$326K	Hold	5,348	–	–	0.17%	151
2020 Q2	$325K	Sell	5,348 -4,242	-44%	-$248K	0.23%	138
2020 Q1	$537K	Hold	9,590	–	–	0.53%	64
2019 Q4	$559K	Buy	+9,590	New	+$558K	0.47%	73

Other funds holding USIG

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

BlackRock New York $5.72T AUM 30.48% 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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

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

Acorn Financial Advisory Services's USIG Position: Q1 2021 in Review

Acorn Financial Advisory Services sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2021, closing a stake of 4,530 shares — an estimated $281K sold.

Acorn Financial Advisory Services first reported a position in USIG in Q4 2019 and held it in 5 quarters. The position peaked at $559K in Q4 2019. 242 funds tracked by Wall St. Rank hold USIG as of Q1 2021.

Acorn Financial Advisory Services reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Acorn Financial Advisory Services sold 4,530 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $281K.
Acorn Financial Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
Acorn Financial Advisory Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $559K in Q4 2019.
242 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2021, filed 12 Apr 2021.