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Calton & Associates’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-600
Closed -$33K – 1217
2017
Q4 		$33K Buy
+600
New +$33.6K 0.01% 786

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Calton & Associates's USIG Position: Q1 2018 in Review

Calton & Associates sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2018, closing a stake of 600 shares — an estimated $33K sold.

Calton & Associates first reported a position in USIG in Q4 2017 and held it in 1 quarter. The position peaked at $33K in Q4 2017. 119 funds tracked by Wall St. Rank hold USIG as of Q1 2018.

  • Calton & Associates reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 600 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $33K.
  • Calton & Associates first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $33K in Q4 2017.
  • 119 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.