Ridgecrest Wealth Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Ridgecrest Wealth Partners’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 Q1	–	Sell	-10,508	Closed	-$628K	–	121
2021 Q4	$628K	Sell	10,508 -411	-4%	-$24.7K	0.31%	62
2021 Q3	$656K	Buy	10,919 +134	+1%	+$8.16K	0.36%	57
2021 Q2	$653K	Buy	10,785 +600	+6%	+$35.8K	0.41%	53
2021 Q1	$601K	Buy	+10,185	New	+$613K	0.57%	44

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Ridgecrest Wealth Partners's USIG Position: Q1 2022 in Review

Ridgecrest Wealth Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2022, closing a stake of 10,508 shares — an estimated $628K sold.

Ridgecrest Wealth Partners first reported a position in USIG in Q1 2021 and held it in 4 quarters. The position peaked at $656K in Q3 2021. 288 funds tracked by Wall St. Rank hold USIG as of Q1 2022.

Ridgecrest Wealth Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Ridgecrest Wealth Partners sold 10,508 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $628K.
Ridgecrest Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Ridgecrest Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $656K in Q3 2021.
288 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2022, filed 26 Apr 2022.