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

Braver Wealth Management’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
2016 Q4	$407K	Buy	+7,460	New	+$412K	0.07%	123

Other funds holding USIG

BFA

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Braver Wealth Management's USIG Position: Q4 2016 in Review

Braver Wealth Management opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2016: 7,460 shares worth $407K. The stake represents 0.07% of the portfolio and ranks #123 among its holdings.

107 funds tracked by Wall St. Rank hold USIG as of Q4 2016.

Braver Wealth Management held 7,460 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $407K as of Q4 2016.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Braver Wealth Management position in Q4 2016.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.07% of Braver Wealth Management's portfolio in Q4 2016, its #123 holding.
107 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.