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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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

WealthOne's USIG Position: Q4 2021 in Review

WealthOne sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2021, closing a stake of 7,551 shares — an estimated $454K sold.

WealthOne first reported a position in USIG in Q2 2019 and held it in 4 quarters. The position peaked at $702K in Q2 2019. 292 funds tracked by Wall St. Rank hold USIG as of Q4 2021.

  • WealthOne reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • WealthOne sold 7,551 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $454K.
  • WealthOne first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
  • WealthOne's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $702K in Q2 2019.
  • 292 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2021.

Based on WealthOne's 13F filing for Q4 2021, filed 11 Feb 2022.