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Arcadia Wealth Management (New Hampshire)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Arcadia Wealth Management (New Hampshire)’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
Q2 		– Sell
-58,756
Closed -$2.98M – 67
2023
Q1 		$2.98M Buy
58,756
+4,040
+7% +$203K 2.47% 13
2022
Q4 		$2.69M Buy
+54,716
New +$2.67M 2.36% 15

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Arcadia Wealth Management (New Hampshire)'s USIG Position: Q2 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2023, closing a stake of 58,756 shares — an estimated $2.98M sold.

Arcadia Wealth Management (New Hampshire) first reported a position in USIG in Q4 2022 and held it in 2 quarters. The position peaked at $2.98M in Q1 2023. 329 funds tracked by Wall St. Rank hold USIG as of Q2 2023.

  • Arcadia Wealth Management (New Hampshire) reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Arcadia Wealth Management (New Hampshire) sold 58,756 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $2.98M.
  • Arcadia Wealth Management (New Hampshire) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Arcadia Wealth Management (New Hampshire)'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.98M in Q1 2023.
  • 329 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2023, filed 14 Aug 2023.