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

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

Empower Advisory Group

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

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return