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

Belpointe 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
2023
Q2 		– Sell
-57
Closed -$2.89K – 3246
2023
Q1 		$2.89K Sell
57
-68
-54% -$3.42K ﹤0.01% 3207
2022
Q4 		$6.14K Buy
+125
New +$6.09K ﹤0.01% 2844

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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

Belpointe Asset Management's USIG Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2023, closing a stake of 57 shares — an estimated $2.89K sold.

Belpointe Asset Management first reported a position in USIG in Q4 2022 and held it in 2 quarters. The position peaked at $6.14K in Q4 2022. 329 funds tracked by Wall St. Rank hold USIG as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 57 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $2.89K.
  • Belpointe Asset Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $6.14K in Q4 2022.
  • 329 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.