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

CMH 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
2022
Q4 		– Sell
-76,638
Closed -$3.68M – 53
2022
Q3 		$3.68M Buy
76,638
+3,512
+5% +$179K 1.35% 32
2022
Q2 		$3.73M Buy
+73,126
New +$3.81M 1.35% 29

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

CMH Wealth Management's USIG Position: Q4 2022 in Review

CMH Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2022, closing a stake of 76,638 shares — an estimated $3.68M sold.

CMH Wealth Management first reported a position in USIG in Q2 2022 and held it in 2 quarters. The position peaked at $3.73M in Q2 2022. 287 funds tracked by Wall St. Rank hold USIG as of Q4 2022.

  • CMH Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • CMH Wealth Management sold 76,638 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $3.68M.
  • CMH Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • CMH Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $3.73M in Q2 2022.
  • 287 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2022.

Based on CMH Wealth Management's 13F filing for Q4 2022, filed 12 Jan 2023.