Strategic Blueprint’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Strategic Blueprint’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	-4,028	Closed	-$205K	–	540
2022 Q2	$205K	Buy	4,028 +62	+2%	+$3.23K	0.03%	468
2022 Q1	$218K	Sell	3,966 -1,809	-31%	-$103K	0.03%	459
2021 Q4	$345K	Sell	5,775 -950	-14%	-$57K	0.04%	346
2021 Q3	$404K	Sell	6,725 -897	-12%	-$54.6K	0.06%	274
2021 Q2	$462K	Buy	+7,622	New	+$455K	0.07%	241
2019 Q4	–	Sell	-46	Closed	-$3K	–	399
2019 Q3	$3K	Buy	+46	New	+$2.65K	﹤0.01%	380

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

Strategic Blueprint's USIG Position: Q3 2022 in Review

Strategic Blueprint sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2022, closing a stake of 4,028 shares — an estimated $205K sold.

Strategic Blueprint first reported a position in USIG in Q3 2019 and held it in 6 quarters. The position peaked at $462K in Q2 2021. 267 funds tracked by Wall St. Rank hold USIG as of Q3 2022.

Strategic Blueprint reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Strategic Blueprint sold 4,028 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $205K.
Strategic Blueprint first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2019 and held it in 6 quarters.
Strategic Blueprint's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $462K 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 Strategic Blueprint's 13F filing for Q3 2022, filed 8 Nov 2022.