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

Physician 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
2022 Q4	–	Sell	-7,198	Closed	-$349K	–	157
2022 Q3	$349K	Sell	7,198 -125	-2%	-$6.37K	0.11%	95
2022 Q2	$384K	Buy	7,323 +5	+0.1%	+$260	0.11%	98
2022 Q1	$383K	Buy	7,318 +215	+3%	+$12.2K	0.1%	101
2021 Q4	$417K	Buy	7,103 +55	+0.8%	+$3.3K	0.11%	95
2021 Q3	$424K	Buy	7,048 +146	+2%	+$8.89K	0.12%	92
2021 Q2	$422K	Sell	6,902 -4,668	-40%	-$279K	0.12%	90
2021 Q1	$683K	Buy	11,570 +531	+5%	+$32K	0.22%	64
2020 Q4	$670K	Buy	11,039 +101	+0.9%	+$6.18K	0.23%	64
2020 Q3	$661K	Buy	10,938 +24	+0.2%	+$1.47K	0.27%	52
2020 Q2	$676K	Buy	+10,914	New	+$639K	0.27%	55

Other funds holding USIG

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Physician Wealth Advisors's USIG Position: Q4 2022 in Review

Physician Wealth Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2022, closing a stake of 7,198 shares — an estimated $349K sold.

Physician Wealth Advisors first reported a position in USIG in Q2 2020 and held it in 10 quarters. The position peaked at $683K in Q1 2021. 287 funds tracked by Wall St. Rank hold USIG as of Q4 2022.

Physician Wealth Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Physician Wealth Advisors sold 7,198 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $349K.
Physician Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and held it in 10 quarters.
Physician Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $683K in Q1 2021.
287 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Physician Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.