IF
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Intrua Financial’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Intrua Financial’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
Q3 		– Sell
-5,849
Closed -$298K – 360
2022
Q2 		$298K Sell
5,849
-1,742
-23% -$90.7K 0.06% 284
2022
Q1 		$418K Sell
7,591
-1,087
-13% -$61.7K 0.07% 254
2021
Q4 		$518K Sell
8,678
-489
-5% -$29.3K 0.09% 214
2021
Q3 		$553K Sell
9,167
-1,202
-12% -$73.2K 0.1% 196
2021
Q2 		$628K Sell
10,369
-612
-6% -$36.6K 0.15% 139
2021
Q1 		$653K Buy
+10,981
New +$661K 0.17% 133

Other funds holding USIG

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UBS Group
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Envestnet Asset Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
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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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return