Truist Financial’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Truist Financial’s Portfolio IG Stock Details IG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-15,796	Closed	-$380K	–	2695
2022 Q1	$380K	Sell	15,796 -8,211	-34%	-$204K	﹤0.01%	2159
2021 Q4	$632K	Sell	24,007 -614	-2%	-$16.3K	﹤0.01%	1890
2021 Q3	$654K	Sell	24,621 -2,026	-8%	-$54.5K	﹤0.01%	1857
2021 Q2	$714K	Sell	26,647 -457	-2%	-$12K	﹤0.01%	1831
2021 Q1	$703K	Buy	27,104 +824	+3%	+$21.9K	﹤0.01%	1789
2020 Q4	$720K	Hold	26,280	–	–	﹤0.01%	1672
2020 Q3	$709K	Buy	+26,280	New	+$716K	﹤0.01%	1537

Other funds holding IG

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial's IG Position: Q2 2022 in Review

Truist Financial sold out of Principal Investment Grade Corporate Active ETF (IG) in Q2 2022, closing a stake of 15,796 shares — an estimated $380K sold.

Truist Financial first reported a position in IG in Q3 2020 and held it in 7 quarters. The position peaked at $720K in Q4 2020. 14 funds tracked by Wall St. Rank hold IG as of Q2 2022.

Truist Financial reported no remaining Principal Investment Grade Corporate Active ETF position as of Q2 2022 after selling out during the quarter.
Truist Financial sold 15,796 Principal Investment Grade Corporate Active ETF shares in Q2 2022, an estimated $380K.
Truist Financial first reported a position in Principal Investment Grade Corporate Active ETF in Q3 2020 and held it in 7 quarters.
Truist Financial's Principal Investment Grade Corporate Active ETF position peaked at $720K in Q4 2020.
14 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.