Prestige Wealth Management Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Prestige Wealth Management Group’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	-800	Closed	-$48K	–	1058
2021 Q2	$48K	Hold	800	–	–	0.01%	255
2021 Q1	$47K	Sell	800 -1,378	-63%	-$83K	0.01%	255
2020 Q4	$135K	Sell	2,178 -345	-14%	-$21.1K	0.04%	148
2020 Q3	$153K	Buy	2,523 +1,018	+68%	+$62.4K	0.05%	134
2020 Q2	$91K	Buy	+1,505	New	+$88.1K	0.03%	162
2020 Q1	–	Sell	-150	Closed	-$9K	–	1009
2019 Q4	$9K	Hold	150	–	–	﹤0.01%	360
2019 Q3	$9K	Hold	150	–	–	0.01%	353
2019 Q2	$9K	Hold	150	–	–	0.01%	340
2019 Q1	$8K	Hold	150	–	–	﹤0.01%	357
2018 Q4	$8K	Buy	+150	New	+$7.91K	0.01%	489

Other funds holding USIG

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

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

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prestige Wealth Management Group's USIG Position: Q3 2021 in Review

Prestige Wealth Management Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2021, closing a stake of 800 shares — an estimated $48K sold.

Prestige Wealth Management Group first reported a position in USIG in Q4 2018 and held it in 10 quarters. The position peaked at $153K in Q3 2020. 260 funds tracked by Wall St. Rank hold USIG as of Q3 2021.

Prestige Wealth Management Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Prestige Wealth Management Group sold 800 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $48K.
Prestige Wealth Management Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2018 and held it in 10 quarters.
Prestige Wealth Management Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $153K in Q3 2020.
260 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Prestige Wealth Management Group's 13F filing for Q3 2021, filed 12 Nov 2021.