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Oak Harbor Wealth Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Oak Harbor Wealth Partners’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
Q3 		– Sell
-675
Closed -$33.8K – 235
2023
Q2 		$33.8K Buy
+675
New +$33.9K 0.01% 201

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JSTA
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Truist Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Oak Harbor Wealth Partners's USIG Position: Q3 2023 in Review

Oak Harbor Wealth Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2023, closing a stake of 675 shares — an estimated $33.8K sold.

Oak Harbor Wealth Partners first reported a position in USIG in Q2 2023 and held it in 1 quarter. The position peaked at $33.8K in Q2 2023. 338 funds tracked by Wall St. Rank hold USIG as of Q3 2023.

  • Oak Harbor Wealth Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 675 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $33.8K.
  • Oak Harbor Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $33.8K in Q2 2023.
  • 338 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2023, filed 19 Oct 2023.