Global Trust Asset Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Global Trust Asset 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	-4,574	Closed	-$252K	–	477
2022 Q1	$252K	Hold	4,574	–	–	0.1%	153
2021 Q4	$273K	Hold	4,574	–	–	0.11%	151
2021 Q3	$275K	Hold	4,574	–	–	0.12%	135
2021 Q2	$277K	Hold	4,574	–	–	0.13%	146
2021 Q1	$270K	Buy	+4,574	New	+$275K	0.15%	128

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

Global Trust Asset Management's USIG Position: Q2 2022 in Review

Global Trust Asset Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2022, closing a stake of 4,574 shares — an estimated $252K sold.

Global Trust Asset Management first reported a position in USIG in Q1 2021 and held it in 5 quarters. The position peaked at $277K in Q2 2021. 274 funds tracked by Wall St. Rank hold USIG as of Q2 2022.

Global Trust Asset Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Global Trust Asset Management sold 4,574 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $252K.
Global Trust Asset Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
Global Trust Asset Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $277K 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 Global Trust Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.