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

Financial Network 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
2022 Q2	–	Sell	-4,609	Closed	-$254K	–	111
2022 Q1	$254K	Hold	4,609	–	–	0.13%	90
2021 Q4	$275K	Hold	4,609	–	–	0.14%	87
2021 Q3	$277K	Hold	4,609	–	–	0.16%	87
2021 Q2	$279K	Hold	4,609	–	–	0.16%	80
2021 Q1	$272K	Buy	4,609 +309	+7%	+$18.6K	0.18%	82
2020 Q4	$266K	Buy	+4,300	New	+$263K	0.21%	73

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $24.7B AUM 15.55% 1-Year Est. Return

Financial Network Wealth Management's USIG Position: Q2 2022 in Review

Financial Network Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2022, closing a stake of 4,609 shares — an estimated $254K sold.

Financial Network Wealth Management first reported a position in USIG in Q4 2020 and held it in 6 quarters. The position peaked at $279K in Q2 2021. 274 funds tracked by Wall St. Rank hold USIG as of Q2 2022.

Financial Network Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Financial Network Wealth Management sold 4,609 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $254K.
Financial Network Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Financial Network Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $279K 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 Network Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.