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

Baldrige 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
2021
Q4 		– Sell
-149
Closed -$9K – 360
2021
Q3 		$9K Sell
149
-150
-50% -$9.13K ﹤0.01% 285
2021
Q2 		$18K Buy
+299
New +$17.9K 0.01% 250

Other funds holding USIG

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Baldrige Asset Management's USIG Position: Q4 2021 in Review

Baldrige Asset Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2021, closing a stake of 149 shares — an estimated $9K sold.

Baldrige Asset Management first reported a position in USIG in Q2 2021 and held it in 2 quarters. The position peaked at $18K in Q2 2021. 292 funds tracked by Wall St. Rank hold USIG as of Q4 2021.

  • Baldrige Asset Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Baldrige Asset Management sold 149 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $9K.
  • Baldrige Asset Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
  • Baldrige Asset Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $18K in Q2 2021.
  • 292 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Baldrige Asset Management's 13F filing for Q4 2021, filed 27 Jan 2022.