One Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

One Wealth Advisors’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 Q1	–	Sell	-3,509	Closed	-$172K	–	579
2022 Q4	$172K	Buy	+3,509	New	+$171K	0.04%	220
2022 Q1	–	Sell	-3,540	Closed	-$211K	–	231
2021 Q4	$211K	Hold	3,540	–	–	0.05%	187
2021 Q3	$213K	Hold	3,540	–	–	0.06%	196
2021 Q2	$214K	Sell	3,540 -639	-15%	-$38.2K	0.07%	160
2021 Q1	$247K	Sell	4,179 -1,192	-22%	-$71.8K	0.09%	124
2020 Q4	$333K	Sell	5,371 -1,089	-17%	-$66.7K	0.18%	78
2020 Q3	$393K	Buy	6,460 +1,824	+39%	+$112K	0.27%	39
2020 Q2	$280K	Sell	4,636 -7,134	-61%	-$418K	0.22%	57
2020 Q1	$659K	Buy	+11,770	New	+$683K	0.65%	17

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

One Wealth Advisors's USIG Position: Q1 2023 in Review

One Wealth Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2023, closing a stake of 3,509 shares — an estimated $172K sold.

One Wealth Advisors first reported a position in USIG in Q1 2020 and held it in 9 quarters. The position peaked at $659K in Q1 2020. 310 funds tracked by Wall St. Rank hold USIG as of Q1 2023.

One Wealth Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 3,509 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $172K.
One Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2020 and held it in 9 quarters.
One Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $659K in Q1 2020.
310 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.