Financial Advocates Investment Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Financial Advocates Investment 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 Q2	–	Sell	-6,148	Closed	-$338K	–	790
2022 Q1	$338K	Sell	6,148 -17	-0.3%	-$965	0.02%	542
2021 Q4	$368K	Buy	6,165 +1	+0%	+$60	0.02%	574
2021 Q3	$370K	Sell	6,164 -80	-1%	-$4.87K	0.03%	555
2021 Q2	$378K	Buy	+6,244	New	+$373K	0.03%	548

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Financial Advocates Investment Management's USIG Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2022, closing a stake of 6,148 shares — an estimated $338K sold.

Financial Advocates Investment Management first reported a position in USIG in Q2 2021 and held it in 4 quarters. The position peaked at $378K in Q2 2021. 274 funds tracked by Wall St. Rank hold USIG as of Q2 2022.

Financial Advocates Investment Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 6,148 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $338K.
Financial Advocates Investment Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
Financial Advocates Investment Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $378K in Q2 2021.
274 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.