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

Catamount 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
2015
Q3 		– Sell
-20
Closed -$1K – 196
2015
Q2 		$1K Hold
20
– – ﹤0.01% 191
2015
Q1 		$1K Buy
+20
New +$1.13K ﹤0.01% 160

Other funds holding USIG

ECM
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Catamount Wealth Management's USIG Position: Q3 2015 in Review

Catamount Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2015, closing a stake of 20 shares — an estimated $1K sold.

Catamount Wealth Management first reported a position in USIG in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 86 funds tracked by Wall St. Rank hold USIG as of Q3 2015.

  • Catamount Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 20 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2015, an estimated $1K.
  • Catamount Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2015 and held it in 2 quarters.
  • Catamount Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1K in Q2 2015.
  • 86 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.