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Sandbox Financial Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Sandbox Financial 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
2021
Q3 		– Sell
-5,267
Closed -$319K – 113
2021
Q2 		$319K Buy
+5,267
New +$315K 0.24% 58

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Envestnet Asset Management
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Morgan Stanley
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Sandbox Financial Partners's USIG Position: Q3 2021 in Review

Sandbox Financial Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2021, closing a stake of 5,267 shares — an estimated $319K sold.

Sandbox Financial Partners first reported a position in USIG in Q2 2021 and held it in 1 quarter. The position peaked at $319K in Q2 2021. 260 funds tracked by Wall St. Rank hold USIG as of Q3 2021.

  • Sandbox Financial Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Sandbox Financial Partners sold 5,267 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $319K.
  • Sandbox Financial Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Sandbox Financial Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $319K in Q2 2021.
  • 260 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Sandbox Financial Partners's 13F filing for Q3 2021, filed 12 Nov 2021.