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

ECM

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

BFA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Apriem Advisors's USIG Position: Q1 2015 in Review

Apriem Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2015, closing a stake of 238 shares — an estimated $13K sold.

Apriem Advisors first reported a position in USIG in Q2 2013 and held it in 7 quarters. The position peaked at $13K in Q4 2014. 96 funds tracked by Wall St. Rank hold USIG as of Q1 2015.

Apriem Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
Apriem Advisors sold 238 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2015, an estimated $13K.
Apriem Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and held it in 7 quarters.
Apriem Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $13K in Q4 2014.
96 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2015.

Based on Apriem Advisors's 13F filing for Q1 2015, filed 7 May 2015.