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Capital Planning’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Capital Planning’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
Q1 		– Sell
-11,559
Closed -$716K – 67
2020
Q4 		$716K Buy
+11,559
New +$708K 0.34% 41

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Capital Planning's USIG Position: Q1 2021 in Review

Capital Planning sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2021, closing a stake of 11,559 shares — an estimated $716K sold.

Capital Planning first reported a position in USIG in Q4 2020 and held it in 1 quarter. The position peaked at $716K in Q4 2020. 242 funds tracked by Wall St. Rank hold USIG as of Q1 2021.

  • Capital Planning reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Capital Planning sold 11,559 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $716K.
  • Capital Planning first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Capital Planning's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $716K in Q4 2020.
  • 242 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Capital Planning's 13F filing for Q1 2021, filed 22 Apr 2021.