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

SeaCrest Wealth Management’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 Q3	–	Sell	-2,314	Closed	-$118K	–	1472
2022 Q2	$118K	Buy	+2,314	New	+$121K	0.01%	796
2019 Q2	–	Sell	-560	Closed	-$31K	–	1767
2019 Q1	$31K	Hold	560	–	–	0.01%	1110
2018 Q4	$30K	Sell	560 -450	-45%	-$23.7K	0.01%	1084
2018 Q3	$54K	Hold	1,010	–	–	0.01%	971
2018 Q2	$54K	Hold	1,010	–	–	0.01%	956
2018 Q1	$55K	Sell	1,010 -150	-13%	-$8.23K	0.01%	916
2017 Q4	$65K	Buy	+1,160	New	+$64.9K	0.01%	860

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

SeaCrest Wealth Management's USIG Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2022, closing a stake of 2,314 shares — an estimated $118K sold.

SeaCrest Wealth Management first reported a position in USIG in Q4 2017 and held it in 7 quarters. The position peaked at $118K in Q2 2022. 267 funds tracked by Wall St. Rank hold USIG as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,314 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $118K.
SeaCrest Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $118K in Q2 2022.
267 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.