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Meristem Family Wealth’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Meristem Family Wealth’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
Q3 		– Sell
-3,552
Closed -$215K – 426
2021
Q2 		$215K Buy
+3,552
New +$212K 0.03% 300

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meristem Family Wealth's USIG Position: Q3 2021 in Review

Meristem Family Wealth sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2021, closing a stake of 3,552 shares — an estimated $215K sold.

Meristem Family Wealth first reported a position in USIG in Q2 2021 and held it in 1 quarter. The position peaked at $215K in Q2 2021. 260 funds tracked by Wall St. Rank hold USIG as of Q3 2021.

  • Meristem Family Wealth reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Meristem Family Wealth sold 3,552 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $215K.
  • Meristem Family Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Meristem Family Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $215K in Q2 2021.
  • 260 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Meristem Family Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.