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

Liberty 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
2021
Q4 		– Sell
-1,416
Closed -$85K – 1046
2021
Q3 		$85K Buy
1,416
+4
+0.3% +$244 0.03% 319
2021
Q2 		$86K Sell
1,412
-104
-7% -$6.21K 0.03% 234
2021
Q1 		$92K Hold
1,516
– – 0.04% 190
2020
Q4 		$92K Buy
1,516
+41
+3% +$2.51K 0.05% 188
2020
Q3 		$90K Buy
1,475
+405
+38% +$24.8K 0.05% 170
2020
Q2 		$65K Buy
+1,070
New +$62.6K 0.05% 197

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Liberty Wealth Management's USIG Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2021, closing a stake of 1,416 shares — an estimated $85K sold.

Liberty Wealth Management first reported a position in USIG in Q2 2020 and held it in 6 quarters. The position peaked at $92K in Q1 2021. 292 funds tracked by Wall St. Rank hold USIG as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,416 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $85K.
  • Liberty Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
  • Liberty Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $92K in Q1 2021.
  • 292 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.