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

Apriem 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
2015 Q1	–	Sell	-238	Closed	-$13K	–	589
2014 Q4	$13K	Hold	238	–	–	﹤0.01%	351
2014 Q3	$13K	Hold	238	–	–	0.01%	355
2014 Q2	$13K	Hold	238	–	–	0.01%	318
2014 Q1	$13K	Hold	238	–	–	﹤0.01%	340
2013 Q4	$13K	Hold	238	–	–	0.01%	332
2013 Q3	$13K	Hold	238	–	–	0.01%	330
2013 Q2	$13K	Buy	+238	New	+$13.3K	0.01%	309

Other funds holding USIG

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management

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