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Firethorn Wealth Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Firethorn Wealth Partners’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
Q2 		– Sell
-5,065
Closed -$299K – 141
2021
Q1 		$299K Sell
5,065
-7,584
-60% -$457K 0.28% 86
2020
Q4 		$784K Buy
+12,649
New +$775K 0.85% 28

Other funds holding USIG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Firethorn Wealth Partners's USIG Position: Q2 2021 in Review

Firethorn Wealth Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2021, closing a stake of 5,065 shares — an estimated $299K sold.

Firethorn Wealth Partners first reported a position in USIG in Q4 2020 and held it in 2 quarters. The position peaked at $784K in Q4 2020. 246 funds tracked by Wall St. Rank hold USIG as of Q2 2021.

  • Firethorn Wealth Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Firethorn Wealth Partners sold 5,065 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $299K.
  • Firethorn Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Firethorn Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $784K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Firethorn Wealth Partners's 13F filing for Q2 2021, filed 20 Jul 2021.