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

Birchcreek 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	–	Sell	-10,694	Closed	-$542K	–	140
2023 Q1	$542K	Buy	10,694 +3,433	+47%	+$172K	0.43%	61
2022 Q4	$357K	Sell	7,261 -1,882	-21%	-$91.7K	0.32%	77
2022 Q3	$439K	Sell	9,143 -241	-3%	-$12.3K	0.41%	64
2022 Q2	$478K	Sell	9,384 -282	-3%	-$14.7K	0.43%	59
2022 Q1	$532K	Sell	9,666 -647	-6%	-$36.7K	0.47%	54
2021 Q4	$616K	Sell	10,313 -2,073	-17%	-$124K	0.54%	47
2021 Q3	$744K	Buy	12,386 +602	+5%	+$36.7K	0.69%	39
2021 Q2	$714K	Sell	11,784 -35	-0.3%	-$2.09K	0.69%	37
2021 Q1	$698K	Buy	11,819 +1,677	+17%	+$101K	0.74%	37
2020 Q4	$628K	Buy	+10,142	New	+$621K	0.62%	41

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