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Win Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Win Advisors’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
Q1 		– Sell
-22
Closed -$1.08K – 141
2022
Q4 		$1.08K Hold
22
– – ﹤0.01% 126
2022
Q3 		$1K Hold
22
– – ﹤0.01% 123
2022
Q2 		$1K Hold
22
– – ﹤0.01% 154
2022
Q1 		$1K Hold
22
– – ﹤0.01% 198
2021
Q4 		$1K Buy
+22
New +$1.32K ﹤0.01% 62

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Win Advisors's USIG Position: Q1 2023 in Review

Win Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2023, closing a stake of 22 shares — an estimated $1.08K sold.

Win Advisors first reported a position in USIG in Q4 2021 and held it in 5 quarters. The position peaked at $1.08K in Q4 2022. 311 funds tracked by Wall St. Rank hold USIG as of Q1 2023.

  • Win Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Win Advisors sold 22 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $1.08K.
  • Win Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
  • Win Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.08K in Q4 2022.
  • 311 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.