Spectrum Management Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Spectrum Management 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	$90K	Buy	1,882 +858	+84%	+$43.7K	0.02%	125
2022 Q2	$52K	Hold	1,024	–	–	0.01%	144
2022 Q1	$56K	Buy	1,024 +140	+16%	+$7.95K	0.01%	156
2021 Q4	$53K	Buy	884 +186	+27%	+$11.2K	0.01%	153
2021 Q3	$42K	Sell	698 -4	-0.6%	-$244	0.01%	197
2021 Q2	$43K	Sell	702 -172	-20%	-$10.3K	0.01%	161
2021 Q1	$52K	Buy	874 +348	+66%	+$21K	0.01%	149
2020 Q4	$33K	Buy	526 +324	+160%	+$19.8K	0.01%	156
2020 Q3	$12K	Buy	202 +127	+169%	+$7.78K	﹤0.01%	193
2020 Q2	$5K	Sell	75 -67,442	-100%	-$3.95M	﹤0.01%	237
2020 Q1	$3.78M	Buy	+67,517	New	+$3.92M	1.27%	18

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

Spectrum Management Group's USIG Position: Q3 2022 in Review

Spectrum Management Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 84% in Q3 2022, buying an estimated $43.7K and bringing the position to 1,882 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #125.

Spectrum Management Group first reported a position in USIG in Q1 2020 and has held it in 11 quarters since. The position peaked at $3.78M in Q1 2020. 267 funds tracked by Wall St. Rank hold USIG as of Q3 2022.

Spectrum Management Group held 1,882 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $90K as of Q3 2022.
Spectrum Management Group bought 858 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $43.7K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Spectrum Management Group's portfolio in Q3 2022, its #125 holding.
Spectrum Management Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 11 quarters since.
Spectrum Management Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $3.78M in Q1 2020.
267 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.