Laurel Wealth Advisors (North Carolina)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2023 Q2	–	Sell	-3	Closed	-$152	–	599
2023 Q1	$152	Hold	3	–	–	﹤0.01%	568
2022 Q4	$148	Buy	+3	New	+$146	﹤0.01%	545

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s USIG Position: Q2 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2023, closing a stake of 3 shares — an estimated $152 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in USIG in Q4 2022 and held it in 2 quarters. The position peaked at $152 in Q1 2023. 329 funds tracked by Wall St. Rank hold USIG as of Q2 2023.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 3 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $152.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $152 in Q1 2023.
329 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 15 Aug 2023.