RDWM
USIG icon

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

Red Door Wealth Management’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
2020
Q3 		– Sell
-101
Closed -$6K – 408
2020
Q2 		$6K Hold
101
– – ﹤0.01% 353
2020
Q1 		$5K Buy
+101
New +$5.86K ﹤0.01% 344

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Red Door Wealth Management's USIG Position: Q3 2020 in Review

Red Door Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2020, closing a stake of 101 shares — an estimated $6K sold.

Red Door Wealth Management first reported a position in USIG in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q2 2020. 216 funds tracked by Wall St. Rank hold USIG as of Q3 2020.

  • Red Door Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Red Door Wealth Management sold 101 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $6K.
  • Red Door Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Red Door Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $6K in Q2 2020.
  • 216 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Red Door Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.