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TrustCore Financial Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

TrustCore Financial Services’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
Q4 		– Sell
-37
Closed -$2K – 1153
2022
Q3 		$2K Hold
37
– – ﹤0.01% 971
2022
Q2 		$2K Buy
+37
New +$1.93K ﹤0.01% 959

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UBS Group
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BlackRock
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Envestnet Asset Management
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AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

TrustCore Financial Services's USIG Position: Q4 2022 in Review

TrustCore Financial Services sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2022, closing a stake of 37 shares — an estimated $2K sold.

TrustCore Financial Services first reported a position in USIG in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 287 funds tracked by Wall St. Rank hold USIG as of Q4 2022.

  • TrustCore Financial Services reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 37 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $2K.
  • TrustCore Financial Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • TrustCore Financial Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2K in Q3 2022.
  • 287 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.