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San Luis Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

San Luis Wealth Advisors’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
Q2 		– Sell
-60,808
Closed -$3.63M – 399
2022
Q1 		$3.63M Buy
+60,808
New +$3.45M 1.78% 12
2021
Q4 		– Sell
-75,570
Closed -$4.54M – 153
2021
Q3 		$4.54M Buy
+75,570
New +$4.6M 2.53% 8

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

San Luis Wealth Advisors's USIG Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2022, closing a stake of 60,808 shares — an estimated $3.63M sold.

San Luis Wealth Advisors first reported a position in USIG in Q3 2021 and held it in 2 quarters. The position peaked at $4.54M in Q3 2021. 274 funds tracked by Wall St. Rank hold USIG as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 60,808 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $3.63M.
  • San Luis Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
  • San Luis Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $4.54M in Q3 2021.
  • 274 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.