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B. Riley Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

B. Riley Wealth 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
Q2 		$381 Sell
7,483
-49
-0.7% -$2.55K ﹤0.01% 474
2022
Q1 		$415K Buy
7,532
+3,930
+109% +$223K 0.03% 369
2021
Q4 		$215K Buy
+3,602
New +$216K 0.01% 564

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

B. Riley Wealth Management's USIG Position: Q2 2022 in Review

B. Riley Wealth Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.65% in Q2 2022, selling an estimated $2.55K and leaving 7,483 shares worth $381. The position accounts for ﹤0.01% of the portfolio, ranked #474.

B. Riley Wealth Management first reported a position in USIG in Q4 2021 and has held it in 3 quarters since. The position peaked at $415K in Q1 2022. 274 funds tracked by Wall St. Rank hold USIG as of Q2 2022.

  • B. Riley Wealth Management held 7,483 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $381 as of Q2 2022.
  • B. Riley Wealth Management sold 49 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $2.55K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #474 holding.
  • B. Riley Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • B. Riley Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $415K in Q1 2022.
  • 274 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.