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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WealthPLAN Partners's USIG Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2023, closing a stake of 3,598 shares — an estimated $180K sold.

WealthPLAN Partners first reported a position in USIG in Q2 2020 and held it in 10 quarters. The position peaked at $490K in Q3 2021. 337 funds tracked by Wall St. Rank hold USIG as of Q3 2023.

WealthPLAN Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 3,598 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $180K.
WealthPLAN Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and held it in 10 quarters.
WealthPLAN Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $490K in Q3 2021.
337 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.