BWM
USIG icon

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

Baystate 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
Q1 		– Sell
-527
Closed -$32K – 940
2021
Q4 		$32K Buy
527
+382
+263% +$22.9K ﹤0.01% 394
2021
Q3 		$9K Buy
+145
New +$8.83K ﹤0.01% 539

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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Baystate Wealth Management's USIG Position: Q1 2022 in Review

Baystate Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2022, closing a stake of 527 shares — an estimated $32K sold.

Baystate Wealth Management first reported a position in USIG in Q3 2021 and held it in 2 quarters. The position peaked at $32K in Q4 2021. 288 funds tracked by Wall St. Rank hold USIG as of Q1 2022.

  • Baystate Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 527 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $32K.
  • Baystate Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
  • Baystate Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $32K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Baystate Wealth Management's 13F filing for Q1 2022, filed 19 Apr 2022.