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Interchange Capital Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Interchange Capital 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
2021
Q4 		– Sell
-3,641
Closed -$218K – 193
2021
Q3 		$218K Sell
3,641
-996
-21% -$60.7K 0.36% 91
2021
Q2 		$280K Sell
4,637
-2,689
-37% -$161K 0.43% 76
2021
Q1 		$470K Sell
7,326
-1,452
-17% -$87.5K 0.25% 125
2020
Q4 		$543K Buy
+8,778
New +$538K 0.29% 90

Other funds holding USIG

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Interchange Capital Partners's USIG Position: Q4 2021 in Review

Interchange Capital Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2021, closing a stake of 3,641 shares — an estimated $218K sold.

Interchange Capital Partners first reported a position in USIG in Q4 2020 and held it in 4 quarters. The position peaked at $543K in Q4 2020. 292 funds tracked by Wall St. Rank hold USIG as of Q4 2021.

  • Interchange Capital Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 3,641 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $218K.
  • Interchange Capital Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
  • Interchange Capital Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $543K in Q4 2020.
  • 292 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Interchange Capital Partners's 13F filing for Q4 2021, filed 4 Feb 2022.