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

Selective 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 Q4	–	Sell	-163	Closed	-$8K	–	687
2022 Q3	$8K	Buy	163 +52	+47%	+$2.65K	﹤0.01%	551
2022 Q2	$6K	Hold	111	–	–	﹤0.01%	618
2022 Q1	$6K	Hold	111	–	–	﹤0.01%	593
2021 Q4	$7K	Buy	111 +78	+236%	+$4.68K	﹤0.01%	525
2021 Q3	$2K	Hold	33	–	–	﹤0.01%	546
2021 Q2	$2K	Hold	33	–	–	﹤0.01%	464
2021 Q1	$2K	Sell	33 -166	-83%	-$10K	﹤0.01%	365
2020 Q4	$12K	Hold	199	–	–	0.01%	228
2020 Q3	$12K	Hold	199	–	–	0.01%	193
2020 Q2	$12K	Hold	199	–	–	0.01%	226
2020 Q1	$11K	Buy	+199	New	+$11.6K	0.02%	150

Other funds holding USIG

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Selective Wealth Management's USIG Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2022, closing a stake of 163 shares — an estimated $8K sold.

Selective Wealth Management first reported a position in USIG in Q1 2020 and held it in 11 quarters. The position peaked at $12K in Q4 2020. 287 funds tracked by Wall St. Rank hold USIG as of Q4 2022.

Selective Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 163 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $8K.
Selective Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2020 and held it in 11 quarters.
Selective Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $12K in Q4 2020.
287 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.