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

WealthOne’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
Q4 		– Sell
-7,551
Closed -$454K – 132
2021
Q3 		$454K Buy
+7,551
New +$460K 0.17% 70
2021
Q1 		– Sell
-3,590
Closed -$222K – 132
2020
Q4 		$222K Sell
3,590
-3,864
-52% -$237K 0.11% 99
2020
Q3 		$453K Buy
+7,454
New +$457K 0.26% 52
2019
Q3 		– Sell
-12,301
Closed -$702K – 101
2019
Q2 		$702K Buy
+12,301
New +$683K 0.5% 33

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return