RWB
QSIG

RMR Wealth Builders’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

RMR Wealth Builders’s Portfolio QSIG Stock Details QSIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-292
Closed -$15K – 739
2021
Q1 		$15K Buy
+292
New +$15.1K ﹤0.01% 556

Other funds holding QSIG

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWMG
DB Wealth Management Group San Diego, California $176M AUM 14.41% 1-Year Est. Return

RMR Wealth Builders's QSIG Position: Q2 2021 in Review

RMR Wealth Builders sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q2 2021, closing a stake of 292 shares — an estimated $15K sold.

RMR Wealth Builders first reported a position in QSIG in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 20 funds tracked by Wall St. Rank hold QSIG as of Q2 2021.

  • RMR Wealth Builders reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 292 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q2 2021, an estimated $15K.
  • RMR Wealth Builders first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $15K in Q1 2021.
  • 20 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.