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True Wealth Design’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

True Wealth Design’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
2023
Q3 		– Sell
-338
Closed -$16.9K – 816
2023
Q2 		$16.9K Hold
338
– – 0.01% 196
2023
Q1 		$17.1K Buy
+338
New +$17K 0.01% 210

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

True Wealth Design's USIG Position: Q3 2023 in Review

True Wealth Design sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2023, closing a stake of 338 shares — an estimated $16.9K sold.

True Wealth Design first reported a position in USIG in Q1 2023 and held it in 2 quarters. The position peaked at $17.1K in Q1 2023. 338 funds tracked by Wall St. Rank hold USIG as of Q3 2023.

  • True Wealth Design reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • True Wealth Design sold 338 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $16.9K.
  • True Wealth Design first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
  • True Wealth Design's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $17.1K in Q1 2023.
  • 338 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2023.

Based on True Wealth Design's 13F filing for Q3 2023, filed 13 Nov 2023.