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

Boston 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
2019
Q3 		– Sell
-6,358
Closed -$363K – 637
2019
Q2 		$363K Hold
6,358
– – 0.02% 526
2019
Q1 		$351K Hold
6,358
– – 0.02% 526
2018
Q4 		$337K Hold
6,358
– – 0.02% 515
2018
Q3 		$341K Sell
6,358
-1,350
-18% -$72.5K 0.01% 538
2018
Q2 		$413K Hold
7,708
– – 0.01% 528
2018
Q1 		$420K Sell
7,708
-620
-7% -$34K 0.01% 526
2017
Q4 		$466K Hold
8,328
– – 0.01% 500
2017
Q3 		$467K Sell
8,328
-1,200
-13% -$67.2K 0.01% 506
2017
Q2 		$532K Sell
9,528
-11,394
-54% -$633K 0.01% 478
2017
Q1 		$1.15M Sell
20,922
-7,516
-26% -$411K 0.03% 341
2016
Q4 		$1.55M Sell
28,438
-2,810
-9% -$155K 0.04% 316
2016
Q3 		$1.78M Buy
31,248
+2,484
+9% +$141K 0.04% 294
2016
Q2 		$1.63M Buy
28,764
+334
+1% +$18.6K 0.04% 288
2016
Q1 		$1.57M Sell
28,430
-494
-2% -$26.5K 0.04% 274
2015
Q4 		$1.54M Sell
28,924
-1,744
-6% -$94.2K 0.04% 281
2015
Q3 		$1.66M Sell
30,668
-6,662
-18% -$361K 0.06% 306
2015
Q2 		$2.03M Buy
37,330
+22,602
+153% +$1.25M 0.08% 210
2015
Q1 		$835K Sell
14,728
-948
-6% -$53.5K 0.03% 317
2014
Q4 		$876K Buy
15,676
+10,676
+214% +$595K 0.04% 274
2014
Q3 		$276K Hold
5,000
– – 0.01% 485
2014
Q2 		$279K Hold
5,000
– – 0.01% 499
2014
Q1 		$274K Hold
5,000
– – 0.01% 487
2013
Q4 		$267K Sell
5,000
-36,204
-88% -$1.94M 0.01% 502
2013
Q3 		$2.21M Sell
41,204
-3,376
-8% -$180K 0.12% 169
2013
Q2 		$2.4M Buy
+44,580
New +$2.49M 0.12% 152

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Boston Advisors's USIG Position: Q3 2019 in Review

Boston Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2019, closing a stake of 6,358 shares — an estimated $363K sold.

Boston Advisors first reported a position in USIG in Q2 2013 and held it in 25 quarters. The position peaked at $2.4M in Q2 2013. 140 funds tracked by Wall St. Rank hold USIG as of Q3 2019.

  • Boston Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Boston Advisors sold 6,358 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $363K.
  • Boston Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and held it in 25 quarters.
  • Boston Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.4M in Q2 2013.
  • 140 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.