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Keystone Financial Services (Colorado)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Keystone Financial Services (Colorado)’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
Q1 		– Sell
-5,498
Closed -$329K – 89
2021
Q4 		$329K Buy
+5,498
New +$330K 0.17% 64

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UBS Group
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BlackRock
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Envestnet Asset Management
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Keystone Financial Services (Colorado)'s USIG Position: Q1 2022 in Review

Keystone Financial Services (Colorado) sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2022, closing a stake of 5,498 shares — an estimated $329K sold.

Keystone Financial Services (Colorado) first reported a position in USIG in Q4 2021 and held it in 1 quarter. The position peaked at $329K in Q4 2021. 288 funds tracked by Wall St. Rank hold USIG as of Q1 2022.

  • Keystone Financial Services (Colorado) reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 5,498 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $329K.
  • Keystone Financial Services (Colorado) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Keystone Financial Services (Colorado)'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $329K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2022, filed 10 May 2022.