Tri-Star Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Tri-Star Advisors’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	-3,343	Closed	-$201K	–	55
2021 Q3	$201K	Hold	3,343	–	–	0.09%	51
2021 Q2	$203K	Buy	+3,343	New	+$200K	0.09%	43
2021 Q1	–	Sell	-3,343	Closed	-$205K	–	49
2020 Q4	$205K	Hold	3,343	–	–	0.11%	43
2020 Q3	$204K	Sell	3,343 -33,004	-91%	-$2.02M	0.13%	47
2020 Q2	$2.23M	Buy	+36,347	New	+$2.13M	1.47%	22

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Tri-Star Advisors's USIG Position: Q4 2021 in Review

Tri-Star Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2021, closing a stake of 3,343 shares — an estimated $201K sold.

Tri-Star Advisors first reported a position in USIG in Q2 2020 and held it in 5 quarters. The position peaked at $2.23M in Q2 2020. 292 funds tracked by Wall St. Rank hold USIG as of Q4 2021.

Tri-Star Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Tri-Star Advisors sold 3,343 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $201K.
Tri-Star Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and held it in 5 quarters.
Tri-Star Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.23M in Q2 2020.
292 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Tri-Star Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.