Fosun International’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Fosun International’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	-65,071	Closed	-$3.89M	–	233
2021 Q4	$3.89M	Sell	65,071 -564,148	-90%	-$33.8M	0.22%	84
2021 Q3	$37.8M	Buy	+629,219	New	+$38.3M	1.94%	10
2021 Q1	–	Sell	-629,219	Closed	-$39K	–	203
2020 Q4	$39K	Buy	629,219 +16,420	+3%	+$1.01M	2.55%	11
2020 Q3	$37.2M	Buy	612,799 +187,504	+44%	+$11.5M	3.27%	10
2020 Q2	$25.7M	Buy	425,295 +61,404	+17%	+$3.59M	2.47%	15
2020 Q1	$20.4M	Buy	363,891 +216,571	+147%	+$12.6M	1.98%	17
2019 Q4	$8.59M	Buy	+147,320	New	+$8.57M	0.71%	22

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

Fosun International's USIG Position: Q1 2022 in Review

Fosun International sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2022, closing a stake of 65,071 shares — an estimated $3.89M sold.

Fosun International first reported a position in USIG in Q4 2019 and held it in 7 quarters. The position peaked at $37.8M in Q3 2021. 288 funds tracked by Wall St. Rank hold USIG as of Q1 2022.

Fosun International reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Fosun International sold 65,071 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $3.89M.
Fosun International first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and held it in 7 quarters.
Fosun International's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $37.8M in Q3 2021.
288 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Fosun International's 13F filing for Q1 2022, filed 11 May 2022.