Wealthcare Advisory Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-849	Closed	-$50K	–	1791
2021 Q1	$50K	Buy	+849	New	+$51.1K	﹤0.01%	874
2020 Q2	–	Sell	-863	Closed	-$48K	–	1290
2020 Q1	$48K	Buy	863 +78	+10%	+$4.53K	0.01%	515
2019 Q4	$46K	Hold	785	–	–	0.01%	572
2019 Q3	$46K	Buy	785 +751	+2,209%	+$43.3K	0.01%	552
2019 Q2	$2K	Hold	34	–	–	﹤0.01%	1206
2019 Q1	$2K	Hold	34	–	–	﹤0.01%	1117
2018 Q4	$2K	Hold	34	–	–	﹤0.01%	1098
2018 Q3	$2K	Hold	34	–	–	﹤0.01%	1137
2018 Q2	$2K	Buy	+34	New	+$1.83K	﹤0.01%	1138

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Wealthcare Advisory Partners's USIG Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2021, closing a stake of 849 shares — an estimated $50K sold.

Wealthcare Advisory Partners first reported a position in USIG in Q2 2018 and held it in 9 quarters. The position peaked at $50K in Q1 2021. 246 funds tracked by Wall St. Rank hold USIG as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 849 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $50K.
Wealthcare Advisory Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $50K in Q1 2021.
246 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.