WP
USIG icon

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

WealthPLAN 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
2023
Q3 		– Sell
-3,598
Closed -$180K – 1124
2023
Q2 		$180K Hold
3,598
– – 0.03% 307
2023
Q1 		$182K Buy
+3,598
New +$181K 0.02% 324
2022
Q1 		$426K Sell
8,189
-89
-1% -$5.05K 0.03% 271
2021
Q4 		$480K Buy
8,278
+137
+2% +$8.22K 0.03% 257
2021
Q3 		$490K Buy
8,141
+313
+4% +$19.1K 0.03% 257
2021
Q2 		$474K Buy
7,828
+278
+4% +$16.6K 0.03% 241
2021
Q1 		$450K Buy
7,550
+1,255
+20% +$75.6K 0.03% 236
2020
Q4 		$384K Sell
6,295
-67
-1% -$4.1K 0.03% 243
2020
Q3 		$388K Buy
6,362
+2,901
+84% +$178K 0.04% 223
2020
Q2 		$212K Buy
+3,461
New +$203K 0.02% 280

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return