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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Birchcreek Wealth Management's USIG Position: Q2 2023 in Review

Birchcreek Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2023, closing a stake of 10,694 shares — an estimated $542K sold.

Birchcreek Wealth Management first reported a position in USIG in Q4 2020 and held it in 10 quarters. The position peaked at $744K in Q3 2021. 328 funds tracked by Wall St. Rank hold USIG as of Q2 2023.

Birchcreek Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Birchcreek Wealth Management sold 10,694 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $542K.
Birchcreek Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
Birchcreek Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $744K in Q3 2021.
328 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Birchcreek Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.