Bedel Financial Consulting’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Bedel Financial Consulting’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	-139	Closed	-$8K	–	1069
2021 Q4	$8K	Buy	+139	New	+$8.34K	﹤0.01%	719
2019 Q4	–	Sell	-10,731	Closed	-$625K	–	786
2019 Q3	$625K	Hold	10,731	–	–	0.38%	50
2019 Q2	$612K	Hold	10,731	–	–	0.37%	51
2019 Q1	$593K	Sell	10,731 -305	-3%	-$16.5K	0.38%	48
2018 Q4	$584K	Sell	11,036 -962	-8%	-$50.7K	0.42%	42
2018 Q3	$636K	Buy	+11,998	New	+$645K	0.42%	43

Other funds holding USIG

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Bedel Financial Consulting's USIG Position: Q1 2022 in Review

Bedel Financial Consulting sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2022, closing a stake of 139 shares — an estimated $8K sold.

Bedel Financial Consulting first reported a position in USIG in Q3 2018 and held it in 6 quarters. The position peaked at $636K in Q3 2018. 288 funds tracked by Wall St. Rank hold USIG as of Q1 2022.

Bedel Financial Consulting reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Bedel Financial Consulting sold 139 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $8K.
Bedel Financial Consulting first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2018 and held it in 6 quarters.
Bedel Financial Consulting's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $636K in Q3 2018.
288 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Bedel Financial Consulting's 13F filing for Q1 2022, filed 19 Apr 2022.