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

Cetera Investment 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
2017
Q1 		– Sell
-9,104
Closed -$497K – 106
2016
Q4 		$497K Buy
+9,104
New +$503K 0.37% 92

Other funds holding USIG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Cetera Investment Management's USIG Position: Q1 2017 in Review

Cetera Investment Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2017, closing a stake of 9,104 shares — an estimated $497K sold.

Cetera Investment Management first reported a position in USIG in Q4 2016 and held it in 1 quarter. The position peaked at $497K in Q4 2016. 98 funds tracked by Wall St. Rank hold USIG as of Q1 2017.

  • Cetera Investment Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Cetera Investment Management sold 9,104 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $497K.
  • Cetera Investment Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2016 and held it in 1 quarter.
  • Cetera Investment Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $497K in Q4 2016.
  • 98 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Cetera Investment Management's 13F filing for Q1 2017, filed 15 May 2017.