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

Cornerstone 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
2021
Q1 		– Sell
-9,078
Closed -$563K – 484
2020
Q4 		$563K Hold
9,078
– – 0.07% 228
2020
Q3 		$552K Buy
9,078
+2,197
+32% +$135K 0.08% 207
2020
Q2 		$416K Sell
6,881
-34
-0.5% -$1.99K 0.07% 239
2020
Q1 		$387K Sell
6,915
-988
-13% -$57.4K 0.07% 229
2019
Q4 		$461K Sell
7,903
-1
-0% -$58 0.07% 219
2019
Q3 		$461K Sell
7,904
-317
-4% -$18.3K 0.08% 216
2019
Q2 		$466K Sell
8,221
-21
-0.3% -$1.17K 0.08% 216
2019
Q1 		$1.02M Sell
8,242
-681
-8% -$36.8K 0.12% 181
2018
Q4 		$473K Sell
8,923
-818,519
-99% -$43.1M 0.1% 203
2018
Q3 		$7.39M Sell
827,442
-481,106
-37% -$25.9M 0.09% 213
2018
Q2 		$6.12M Buy
1,308,548
+1,296,686
+10,931% +$69.7M 0.07% 279
2018
Q1 		$646K Sell
11,862
-1,632
-12% -$89.5K 0.12% 164
2017
Q4 		$754K Sell
13,494
-1,288
-9% -$72.1K 0.14% 146
2017
Q3 		$827K Buy
14,782
+1,660
+13% +$93K 0.17% 126
2017
Q2 		$727K Sell
13,122
-430
-3% -$23.9K 0.16% 129
2017
Q1 		$745K Buy
+13,552
New +$741K 0.18% 113

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

Cornerstone Wealth Management's USIG Position: Q1 2021 in Review

Cornerstone Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2021, closing a stake of 9,078 shares — an estimated $563K sold.

Cornerstone Wealth Management first reported a position in USIG in Q1 2017 and held it in 16 quarters. The position peaked at $7.39M in Q3 2018. 242 funds tracked by Wall St. Rank hold USIG as of Q1 2021.

  • Cornerstone Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Cornerstone Wealth Management sold 9,078 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $563K.
  • Cornerstone Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2017 and held it in 16 quarters.
  • Cornerstone Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $7.39M in Q3 2018.
  • 242 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Cornerstone Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.