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Certified Advisory Corp’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Certified Advisory Corp’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
-486
Closed -$28K – 832
2019
Q2 		$28K Buy
+486
New +$27K 0.01% 422

Other funds holding USIG

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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

Certified Advisory Corp's USIG Position: Q3 2019 in Review

Certified Advisory Corp sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2019, closing a stake of 486 shares — an estimated $28K sold.

Certified Advisory Corp first reported a position in USIG in Q2 2019 and held it in 1 quarter. The position peaked at $28K in Q2 2019. 140 funds tracked by Wall St. Rank hold USIG as of Q3 2019.

  • Certified Advisory Corp reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Certified Advisory Corp sold 486 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $28K.
  • Certified Advisory Corp first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2019 and held it in 1 quarter.
  • Certified Advisory Corp's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $28K in Q2 2019.
  • 140 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Certified Advisory Corp's 13F filing for Q3 2019, filed 12 Nov 2019.