Snider Financial Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Snider Financial 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
2022 Q3	–	Sell	-5,532	Closed	-$282K	–	63
2022 Q2	$282K	Buy	5,532 +17	+0.3%	+$885	0.15%	49
2022 Q1	$304K	Sell	5,515 -776	-12%	-$44.1K	0.14%	50
2021 Q4	$373K	Sell	6,291 -1,318	-17%	-$79.1K	0.16%	51
2021 Q3	$458K	Sell	7,609 -3,767	-33%	-$229K	0.2%	46
2021 Q2	$692K	Buy	+11,376	New	+$679K	0.33%	43

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Snider Financial Group's USIG Position: Q3 2022 in Review

Snider Financial Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2022, closing a stake of 5,532 shares — an estimated $282K sold.

Snider Financial Group first reported a position in USIG in Q2 2021 and held it in 5 quarters. The position peaked at $692K in Q2 2021. 267 funds tracked by Wall St. Rank hold USIG as of Q3 2022.

Snider Financial Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Snider Financial Group sold 5,532 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $282K.
Snider Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2021 and held it in 5 quarters.
Snider Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $692K in Q2 2021.
267 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Snider Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.