CVA Family Office’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

CVA Family Office’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	-1,275	Closed	-$61K	–	1011
2022 Q3	$61K	Hold	1,275	–	–	0.02%	322
2022 Q2	$65K	Hold	1,275	–	–	0.02%	314
2022 Q1	$70K	Hold	1,275	–	–	0.02%	327
2021 Q4	$76K	Buy	+1,275	New	+$76.5K	0.02%	286
2021 Q3	–	Sell	-1,275	Closed	-$77K	–	859
2021 Q2	$77K	Hold	1,275	–	–	0.02%	286
2021 Q1	$75K	Buy	+1,275	New	+$76.8K	0.03%	222

Other funds holding USIG

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CVA Family Office's USIG Position: Q4 2022 in Review

CVA Family Office sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2022, closing a stake of 1,275 shares — an estimated $61K sold.

CVA Family Office first reported a position in USIG in Q1 2021 and held it in 6 quarters. The position peaked at $77K in Q2 2021. 287 funds tracked by Wall St. Rank hold USIG as of Q4 2022.

CVA Family Office reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
CVA Family Office sold 1,275 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $61K.
CVA Family Office first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
CVA Family Office's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $77K in Q2 2021.
287 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2022.

Based on CVA Family Office's 13F filing for Q4 2022, filed 22 Feb 2023.