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SYM Financial Corp’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

SYM Financial Corp’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
2021
Q4 		– Sell
-65
Closed -$4K – 114
2021
Q3 		$4K Buy
+65
New +$3.96K ﹤0.01% 107

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Truist Financial
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Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SYM Financial Corp's USIG Position: Q4 2021 in Review

SYM Financial Corp sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2021, closing a stake of 65 shares — an estimated $4K sold.

SYM Financial Corp first reported a position in USIG in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 292 funds tracked by Wall St. Rank hold USIG as of Q4 2021.

  • SYM Financial Corp reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • SYM Financial Corp sold 65 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $4K.
  • SYM Financial Corp first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • SYM Financial Corp's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $4K in Q3 2021.
  • 292 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2021.

Based on SYM Financial Corp's 13F filing for Q4 2021, filed 3 Feb 2022.