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

WealthPlan Investment Management’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
2022
Q1 		$426K Buy
+8,189
New +$465K 0.03% 271

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

WealthPlan Investment Management's USIG Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2022: 8,189 shares worth $426K. The stake represents 0.03% of the portfolio and ranks #271 among its holdings.

288 funds tracked by Wall St. Rank hold USIG as of Q1 2022.

  • WealthPlan Investment Management held 8,189 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $426K as of Q1 2022.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new WealthPlan Investment Management position in Q1 2022.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2022, its #271 holding.
  • 288 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.