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Citizens Financial Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Citizens Financial Group’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
-1,056
Closed -$58K – 660
2016
Q4 		$58K Hold
1,056
– – 0.01% 335
2016
Q3 		$60K Hold
1,056
– – 0.01% 346
2016
Q2 		$60K Hold
1,056
– – 0.01% 343
2016
Q1 		$58K Hold
1,056
– – 0.01% 352
2015
Q4 		$56K Buy
+1,056
New +$57K 0.01% 360

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

Citizens Financial Group's USIG Position: Q1 2017 in Review

Citizens Financial Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2017, closing a stake of 1,056 shares — an estimated $58K sold.

Citizens Financial Group first reported a position in USIG in Q4 2015 and held it in 5 quarters. The position peaked at $60K in Q3 2016. 98 funds tracked by Wall St. Rank hold USIG as of Q1 2017.

  • Citizens Financial Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Citizens Financial Group sold 1,056 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $58K.
  • Citizens Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2015 and held it in 5 quarters.
  • Citizens Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $60K in Q3 2016.
  • 98 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Citizens Financial Group's 13F filing for Q1 2017, filed 11 May 2017.