Capital Advisory Group Advisory Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Capital Advisory Group Advisory Services’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
2021 Q4	–	Sell	-23	Closed	-$1K	–	480
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	536
2021 Q2	$1K	Buy	+23	New	+$1.37K	﹤0.01%	529
2021 Q1	–	Sell	-12	Closed	-$1K	–	563
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	519
2020 Q3	$1K	Buy	+12	New	+$735	﹤0.01%	480

Other funds holding USIG

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

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Capital Advisory Group Advisory Services's USIG Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2021, closing a stake of 23 shares — an estimated $1K sold.

Capital Advisory Group Advisory Services first reported a position in USIG in Q3 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 292 funds tracked by Wall St. Rank hold USIG as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 23 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $1K.
Capital Advisory Group Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2020 and held it in 4 quarters.
Capital Advisory Group Advisory Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1K in Q3 2021.
292 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.