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Brandywine Oak Private Wealth’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-299
Closed – – 597
2018
Q4 		$0 Buy
+299
New +$15.8K ﹤0.01% 724

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brandywine Oak Private Wealth's USIG Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2019, closing a stake of 299 shares.

Brandywine Oak Private Wealth first reported a position in USIG in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 143 funds tracked by Wall St. Rank hold USIG as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 299 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2019.
  • Brandywine Oak Private Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $0 in Q4 2018.
  • 143 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.