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

Sound Financial Strategies 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
2023
Q3 		– Sell
-357
Closed -$17.9K – 83
2023
Q2 		$17.9K Buy
+357
New +$17.9K 0.01% 66

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sound Financial Strategies Group's USIG Position: Q3 2023 in Review

Sound Financial Strategies Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2023, closing a stake of 357 shares — an estimated $17.9K sold.

Sound Financial Strategies Group first reported a position in USIG in Q2 2023 and held it in 1 quarter. The position peaked at $17.9K in Q2 2023. 338 funds tracked by Wall St. Rank hold USIG as of Q3 2023.

  • Sound Financial Strategies Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Sound Financial Strategies Group sold 357 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $17.9K.
  • Sound Financial Strategies Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Sound Financial Strategies Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $17.9K in Q2 2023.
  • 338 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Sound Financial Strategies Group's 13F filing for Q3 2023, filed 6 Nov 2023.