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

Insight 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
2022
Q4 		– Sell
-71,772
Closed -$3.45M – 64
2022
Q3 		$3.45M Sell
71,772
-1,547
-2% -$78.8K 3.25% 10
2022
Q2 		$3.74M Sell
73,319
-282
-0.4% -$14.7K 2.81% 10
2022
Q1 		$4.05M Buy
+73,601
New +$4.18M 2.25% 12

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Insight Wealth Partners's USIG Position: Q4 2022 in Review

Insight Wealth Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2022, closing a stake of 71,772 shares — an estimated $3.45M sold.

Insight Wealth Partners first reported a position in USIG in Q1 2022 and held it in 3 quarters. The position peaked at $4.05M in Q1 2022. 287 funds tracked by Wall St. Rank hold USIG as of Q4 2022.

  • Insight Wealth Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Partners sold 71,772 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $3.45M.
  • Insight Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • Insight Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $4.05M in Q1 2022.
  • 287 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Insight Wealth Partners's 13F filing for Q4 2022, filed 1 Feb 2023.