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

CFS Investment 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
2022
Q3 		– Sell
-3,998
Closed -$204K – 358
2022
Q2 		$204K Sell
3,998
-214,291
-98% -$11.2M 0.03% 202
2022
Q1 		$4K Buy
+218,289
New +$12.4M 0.02% 227
2020
Q4 		$245K Buy
+3,955
New +$242K 0.04% 166

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Envestnet Asset Management
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BlackRock
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AF
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
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CFS Investment Advisory Services's USIG Position: Q3 2022 in Review

CFS Investment Advisory Services sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2022, closing a stake of 3,998 shares — an estimated $204K sold.

CFS Investment Advisory Services first reported a position in USIG in Q4 2020 and held it in 3 quarters. The position peaked at $245K in Q4 2020. 267 funds tracked by Wall St. Rank hold USIG as of Q3 2022.

  • CFS Investment Advisory Services reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 3,998 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $204K.
  • CFS Investment Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • CFS Investment Advisory Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $245K in Q4 2020.
  • 267 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2022.

Based on CFS Investment Advisory Services's 13F filing for Q3 2022, filed 31 Oct 2022.