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

WealthShield 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
2021 Q2	–	Sell	-228	Closed	-$13K	–	1143
2021 Q1	$13K	Buy	+228	New	+$13.7K	﹤0.01%	763
2020 Q4	–	Sell	-940	Closed	-$57K	–	416
2020 Q3	$57K	Hold	940	–	–	0.02%	299
2020 Q2	$57K	Buy	+940	New	+$55K	0.03%	244
2019 Q1	–	Sell	-930	Closed	-$49K	–	288
2018 Q4	$49K	Hold	930	–	–	0.03%	163
2018 Q3	$50K	Hold	930	–	–	0.03%	167
2018 Q2	$50K	Hold	930	–	–	0.03%	158
2018 Q1	$51K	Hold	930	–	–	0.03%	151
2017 Q4	$52K	Buy	+930	New	+$52K	0.03%	154

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

WealthShield Partners's USIG Position: Q2 2021 in Review

WealthShield Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2021, closing a stake of 228 shares — an estimated $13K sold.

WealthShield Partners first reported a position in USIG in Q4 2017 and held it in 8 quarters. The position peaked at $57K in Q3 2020. 246 funds tracked by Wall St. Rank hold USIG as of Q2 2021.

WealthShield Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 228 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $13K.
WealthShield Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2017 and held it in 8 quarters.
WealthShield Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $57K in Q3 2020.
246 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.