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

Sanchez Wealth Management Group’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
2021 Q4	–	Sell	-9,405	Closed	-$565K	–	34
2021 Q3	$565K	Sell	9,405 -337	-3%	-$20.5K	0.25%	24
2021 Q2	$590K	Sell	9,742 -346	-3%	-$20.7K	0.27%	24
2021 Q1	$596K	Sell	10,088 -154,718	-94%	-$9.32M	0.3%	22
2020 Q4	$10.2M	Sell	164,806 -82,260	-33%	-$5.04M	5.49%	7
2020 Q3	$15M	Buy	247,066 +46,148	+23%	+$2.83M	8.88%	5
2020 Q2	$12.1M	Buy	+200,918	New	+$11.8M	8.09%	6

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

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

Sanchez Wealth Management Group's USIG Position: Q4 2021 in Review

Sanchez Wealth Management Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2021, closing a stake of 9,405 shares — an estimated $565K sold.

Sanchez Wealth Management Group first reported a position in USIG in Q2 2020 and held it in 6 quarters. The position peaked at $15M in Q3 2020. 292 funds tracked by Wall St. Rank hold USIG as of Q4 2021.

Sanchez Wealth Management Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Sanchez Wealth Management Group sold 9,405 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $565K.
Sanchez Wealth Management Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Sanchez Wealth Management Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $15M in Q3 2020.
292 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Sanchez Wealth Management Group's 13F filing for Q4 2021, filed 14 Feb 2022.