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Triad Wealth Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-1,114
Closed -$55.9K – 875
2024
Q2 		$55.9K Buy
+1,114
New +$55.7K 0.03% 212

Other funds holding USIG

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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Triad Wealth Partners's USIG Position: Q3 2024 in Review

Triad Wealth Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2024, closing a stake of 1,114 shares — an estimated $55.9K sold.

Triad Wealth Partners first reported a position in USIG in Q2 2024 and held it in 1 quarter. The position peaked at $55.9K in Q2 2024. 398 funds tracked by Wall St. Rank hold USIG as of Q3 2024.

  • Triad Wealth Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,114 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $55.9K.
  • Triad Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $55.9K in Q2 2024.
  • 398 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.