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H&H Retirement Design & Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

H&H Retirement Design & 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
2020
Q3 		– Sell
-3,403
Closed -$206K – 52
2020
Q2 		$206K Buy
+3,403
New +$199K 0.18% 42

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

H&H Retirement Design & Management's USIG Position: Q3 2020 in Review

H&H Retirement Design & Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2020, closing a stake of 3,403 shares — an estimated $206K sold.

H&H Retirement Design & Management first reported a position in USIG in Q2 2020 and held it in 1 quarter. The position peaked at $206K in Q2 2020. 216 funds tracked by Wall St. Rank hold USIG as of Q3 2020.

  • H&H Retirement Design & Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • H&H Retirement Design & Management sold 3,403 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $206K.
  • H&H Retirement Design & Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • H&H Retirement Design & Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $206K in Q2 2020.
  • 216 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2020.

Based on H&H Retirement Design & Management's 13F filing for Q3 2020, filed 1 Dec 2020.