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Retirement Financial Solutions’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Retirement Financial Solutions’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
-209
Closed -$10.3K – 239
2022
Q4 		$10.3K Buy
+209
New +$10.2K 0.01% 140

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Truist Financial
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JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Retirement Financial Solutions's USIG Position: Q1 2023 in Review

Retirement Financial Solutions sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2023, closing a stake of 209 shares — an estimated $10.3K sold.

Retirement Financial Solutions first reported a position in USIG in Q4 2022 and held it in 1 quarter. The position peaked at $10.3K in Q4 2022. 311 funds tracked by Wall St. Rank hold USIG as of Q1 2023.

  • Retirement Financial Solutions reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 209 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $10.3K.
  • Retirement Financial Solutions first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $10.3K in Q4 2022.
  • 311 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.