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

Advocacy Wealth Management Services’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
2018 Q1	–	Sell	-100	Closed	-$6K	–	219
2017 Q4	$6K	Sell	100 -664	-87%	-$37.2K	﹤0.01%	184
2017 Q3	$43K	Sell	764 -86,232	-99%	-$4.83M	0.02%	74
2017 Q2	$4.86M	Sell	86,996 -48,718	-36%	-$2.71M	1.74%	21
2017 Q1	$7.46M	Buy	+135,714	New	+$7.43M	2.6%	20
2016 Q4	–	Sell	-157,932	Closed	-$8.99M	–	381
2016 Q3	$8.99M	Buy	157,932 +52,802	+50%	+$3M	3.48%	13
2016 Q2	$5.96M	Buy	105,130 +51,390	+96%	+$2.86M	3.01%	16
2016 Q1	$2.96M	Buy	+53,740	New	+$2.89M	2.06%	19
2013 Q3	–	Sell	-8	Closed	–	–	310
2013 Q2	$0	Buy	+8	New	+$447	﹤0.01%	251

Other funds holding USIG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

AWM

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advocacy Wealth Management Services's USIG Position: Q1 2018 in Review

Advocacy Wealth Management Services sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2018, closing a stake of 100 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in USIG in Q2 2013 and held it in 8 quarters. The position peaked at $8.99M in Q3 2016. 119 funds tracked by Wall St. Rank hold USIG as of Q1 2018.

Advocacy Wealth Management Services reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 100 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $6K.
Advocacy Wealth Management Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and held it in 8 quarters.
Advocacy Wealth Management Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $8.99M in Q3 2016.
119 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2018, filed 12 Apr 2018.