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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Intrua Financial's USIG Position: Q3 2022 in Review

Intrua Financial sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2022, closing a stake of 5,849 shares — an estimated $298K sold.

Intrua Financial first reported a position in USIG in Q1 2021 and held it in 6 quarters. The position peaked at $653K in Q1 2021. 267 funds tracked by Wall St. Rank hold USIG as of Q3 2022.

Intrua Financial reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Intrua Financial sold 5,849 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $298K.
Intrua Financial first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Intrua Financial's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $653K in Q1 2021.
267 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Intrua Financial's 13F filing for Q3 2022, filed 14 Nov 2022.