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

Campbell 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
2020
Q3 		– Sell
-108
Closed -$7K – 321
2020
Q2 		$7K Buy
+108
New +$6.32K ﹤0.01% 293

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
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Campbell Wealth Management's USIG Position: Q3 2020 in Review

Campbell Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2020, closing a stake of 108 shares — an estimated $7K sold.

Campbell Wealth Management first reported a position in USIG in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 216 funds tracked by Wall St. Rank hold USIG as of Q3 2020.

  • Campbell Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 108 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $7K.
  • Campbell Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $7K in Q2 2020.
  • 216 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.