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TrueWealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

TrueWealth 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
2022
Q3 		– Sell
-3,950
Closed -$201K – 176
2022
Q2 		$201K Sell
3,950
-2,265
-36% -$118K 0.09% 167
2022
Q1 		$371K Hold
6,215
– – 0.17% 115
2021
Q4 		$371K Buy
+6,215
New +$373K 0.17% 115

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TrueWealth Advisors's USIG Position: Q3 2022 in Review

TrueWealth Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2022, closing a stake of 3,950 shares — an estimated $201K sold.

TrueWealth Advisors first reported a position in USIG in Q4 2021 and held it in 3 quarters. The position peaked at $371K in Q1 2022. 267 funds tracked by Wall St. Rank hold USIG as of Q3 2022.

  • TrueWealth Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • TrueWealth Advisors sold 3,950 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $201K.
  • TrueWealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • TrueWealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $371K in Q1 2022.
  • 267 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2022.

Based on TrueWealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.