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

WT Wealth 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
2023
Q2 		– Sell
-4,439
Closed -$225K – 113
2023
Q1 		$225K Sell
4,439
-5,264
-54% -$264K 0.1% 102
2022
Q4 		$477K Sell
9,703
-52,186
-84% -$2.54M 0.23% 75
2022
Q3 		$2.97M Sell
61,889
-111,038
-64% -$5.66M 1.5% 16
2022
Q2 		$8.81M Sell
172,927
-82,352
-32% -$4.29M 4.35% 2
2022
Q1 		$14.1M Buy
255,279
+15,028
+6% +$853K 5.4% 2
2021
Q4 		$14.4M Sell
240,251
-15,685
-6% -$941K 5.27% 2
2021
Q3 		$15.4M Buy
255,936
+30,918
+14% +$1.88M 5.93% 2
2021
Q2 		$13.6M Sell
225,018
-7,833
-3% -$468K 5.52% 2
2021
Q1 		$13.7M Buy
232,851
+165,314
+245% +$9.96M 6.36% 2
2020
Q4 		$4.18M Sell
67,537
-610
-0.9% -$37.4K 2.28% 5
2020
Q3 		$4.14M Buy
68,147
+46,877
+220% +$2.87M 2.74% 6
2020
Q2 		$1.28M Buy
+21,270
New +$1.24M 1.04% 23

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

WT Wealth Management's USIG Position: Q2 2023 in Review

WT Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2023, closing a stake of 4,439 shares — an estimated $225K sold.

WT Wealth Management first reported a position in USIG in Q2 2020 and held it in 12 quarters. The position peaked at $15.4M in Q3 2021. 328 funds tracked by Wall St. Rank hold USIG as of Q2 2023.

  • WT Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • WT Wealth Management sold 4,439 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $225K.
  • WT Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and held it in 12 quarters.
  • WT Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $15.4M in Q3 2021.
  • 328 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2023.

Based on WT Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.