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Concord Wealth Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-3
Closed – – 1383
2022
Q1 		$0 Buy
+3
New +$170 ﹤0.01% 1397
2021
Q1 		– Sell
-475
Closed -$29K – 1064
2020
Q4 		$29K Buy
+475
New +$29.1K 0.02% 270

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Concord Wealth Partners's USIG Position: Q2 2022 in Review

Concord Wealth Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2022, closing a stake of 3 shares.

Concord Wealth Partners first reported a position in USIG in Q4 2020 and held it in 2 quarters. The position peaked at $29K in Q4 2020. 274 funds tracked by Wall St. Rank hold USIG as of Q2 2022.

  • Concord Wealth Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 3 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2022.
  • Concord Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Concord Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $29K in Q4 2020.
  • 274 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.