First Heartland Consultants’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

First Heartland Consultants’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	-5,652	Closed	-$271	–	392
2022 Q3	$271	Buy	+5,652	New	+$288K	0.02%	277
2022 Q1	–	Sell	-3,885	Closed	-$232	–	417
2021 Q4	$232	Sell	3,885 -123	-3%	-$7.38K	0.01%	334
2021 Q3	$241K	Sell	4,008 -2,691	-40%	-$164K	0.04%	332
2021 Q2	$406K	Sell	6,699 -8	-0.1%	-$478	0.06%	246
2021 Q1	$396K	Sell	6,707 -328	-5%	-$19.8K	0.06%	241
2020 Q4	$436K	Sell	7,035 -588	-8%	-$36K	0.07%	184
2020 Q3	$463K	Buy	7,623 +343	+5%	+$21K	0.09%	157
2020 Q2	$440K	Sell	7,280 -717	-9%	-$42K	0.09%	170
2020 Q1	$448K	Buy	7,997 +3,844	+93%	+$223K	0.12%	141
2019 Q4	$242K	Buy	+4,153	New	+$241K	0.05%	264
2013 Q3	–	Sell	-508	Closed	-$27K	–	359
2013 Q2	$27K	Buy	+508	New	+$28.4K	0.02%	302

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

First Heartland Consultants's USIG Position: Q4 2022 in Review

First Heartland Consultants sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2022, closing a stake of 5,652 shares — an estimated $271 sold.

First Heartland Consultants first reported a position in USIG in Q2 2013 and held it in 11 quarters. The position peaked at $463K in Q3 2020. 287 funds tracked by Wall St. Rank hold USIG as of Q4 2022.

First Heartland Consultants reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
First Heartland Consultants sold 5,652 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $271.
First Heartland Consultants first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and held it in 11 quarters.
First Heartland Consultants's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $463K in Q3 2020.
287 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2022.

Based on First Heartland Consultants's 13F filing for Q4 2022, filed 13 Jan 2023.