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

Wayfinding Financial’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
Q1 		– Sell
-41,968
Closed -$2.43M – 131
2022
Q4 		$2.43M Buy
+41,968
New +$2.04M 1.95% 13
2022
Q1 		– Sell
-41,968
Closed -$2.43M – 88
2021
Q4 		$2.43M Buy
+41,968
New +$2.52M 1.95% 13

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wayfinding Financial's USIG Position: Q1 2023 in Review

Wayfinding Financial sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2023, closing a stake of 41,968 shares — an estimated $2.43M sold.

Wayfinding Financial first reported a position in USIG in Q4 2021 and held it in 2 quarters. The position peaked at $2.43M in Q4 2022. 311 funds tracked by Wall St. Rank hold USIG as of Q1 2023.

  • Wayfinding Financial reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Wayfinding Financial sold 41,968 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $2.43M.
  • Wayfinding Financial first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Wayfinding Financial's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.43M in Q4 2022.
  • 311 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Wayfinding Financial's 13F filing for Q1 2023, filed 5 May 2023.