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

V Wealth 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
2020
Q2 		– Sell
-8,991
Closed -$504K – 385
2020
Q1 		$504K Buy
+8,991
New +$522K 0.16% 147

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

V Wealth Advisors's USIG Position: Q2 2020 in Review

V Wealth Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2020, closing a stake of 8,991 shares — an estimated $504K sold.

V Wealth Advisors first reported a position in USIG in Q1 2020 and held it in 1 quarter. The position peaked at $504K in Q1 2020. 189 funds tracked by Wall St. Rank hold USIG as of Q2 2020.

  • V Wealth Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • V Wealth Advisors sold 8,991 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $504K.
  • V Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • V Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $504K in Q1 2020.
  • 189 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2020.

Based on V Wealth Advisors's 13F filing for Q2 2020, filed 29 Jul 2020.