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KerberRose Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

KerberRose Wealth 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
2022
Q2 		$2.57M Buy
+50,496
New +$2.63M 2.1% 10

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

KerberRose Wealth Management's USIG Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2022: 50,496 shares worth $2.57M. The stake represents 2.1% of the portfolio and ranks #10 among its holdings.

274 funds tracked by Wall St. Rank hold USIG as of Q2 2022.

  • KerberRose Wealth Management held 50,496 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.57M as of Q2 2022.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new KerberRose Wealth Management position in Q2 2022.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 2.1% of KerberRose Wealth Management's portfolio in Q2 2022, its #10 holding.
  • 274 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.