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

BerganKDV 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
2023 Q2	$1.99M	Sell	39,635 -4,036	-9%	-$203K	0.2%	85
2023 Q1	$2.21M	Sell	43,671 -17,916	-29%	-$900K	0.23%	78
2022 Q4	$3.02M	Buy	61,587 +4,304	+8%	+$210K	0.33%	68
2022 Q3	$2.75M	Buy	57,283 +2,357	+4%	+$120K	0.33%	63
2022 Q2	$2.8M	Buy	54,926 +15,355	+39%	+$800K	0.32%	68
2022 Q1	$2.18M	Sell	39,571 -5,631	-12%	-$320K	0.23%	86
2021 Q4	$2.7M	Buy	45,202 +3,132	+7%	+$188K	0.28%	75
2021 Q3	$2.53M	Buy	42,070 +21,265	+102%	+$1.3M	0.29%	73
2021 Q2	$1.26M	Buy	20,805 +1,958	+10%	+$117K	0.15%	110
2021 Q1	$1.11M	Buy	+18,847	New	+$1.14M	0.14%	113

Other funds holding USIG

Bank of America

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

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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