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True Link Financial Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

True Link Financial 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
-267
Closed -$16K – 805
2021
Q3 		$16K Buy
+267
New +$16.3K ﹤0.01% 594

Other funds holding USIG

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

True Link Financial Advisors's USIG Position: Q4 2021 in Review

True Link Financial Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2021, closing a stake of 267 shares — an estimated $16K sold.

True Link Financial Advisors first reported a position in USIG in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 292 funds tracked by Wall St. Rank hold USIG as of Q4 2021.

  • True Link Financial Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 267 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $16K.
  • True Link Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • True Link Financial Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $16K 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 True Link Financial Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.