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Disciplined Investments’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Disciplined Investments’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
Q1 		– Sell
-30
Closed -$2K – 1631
2021
Q4 		$2K Buy
+30
New +$1.8K ﹤0.01% 453

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Disciplined Investments's USIG Position: Q1 2022 in Review

Disciplined Investments sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2022, closing a stake of 30 shares — an estimated $2K sold.

Disciplined Investments first reported a position in USIG in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 288 funds tracked by Wall St. Rank hold USIG as of Q1 2022.

  • Disciplined Investments reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Disciplined Investments sold 30 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $2K.
  • Disciplined Investments first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Disciplined Investments's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Disciplined Investments's 13F filing for Q1 2022, filed 22 Apr 2022.