Commonwealth Financial Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Commonwealth Financial Services’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	$18K	Hold	330	–	–	0.02%	159
2016 Q4	$18K	Hold	330	–	–	0.02%	145
2016 Q3	$19K	Hold	330	–	–	0.02%	132
2016 Q2	$19K	Hold	330	–	–	0.02%	133
2016 Q1	$18K	Hold	330	–	–	0.03%	124
2015 Q4	$18K	Hold	330	–	–	0.06%	122
2015 Q3	$18K	Hold	330	–	–	0.02%	124
2015 Q2	$18K	Hold	330	–	–	0.02%	140
2015 Q1	$19K	Hold	330	–	–	0.02%	142
2014 Q4	$18K	Buy	+330	New	+$18.4K	0.02%	137

Other funds holding USIG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Commonwealth Financial Services's USIG Position: Q1 2017 in Review

Commonwealth Financial Services held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2017 at 330 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #159.

Commonwealth Financial Services first reported a position in USIG in Q4 2014 and has held it in 10 quarters since. The position peaked at $19K in Q3 2016. 98 funds tracked by Wall St. Rank hold USIG as of Q1 2017.

Commonwealth Financial Services held 330 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $18K as of Q1 2017.
Commonwealth Financial Services left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2017.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Commonwealth Financial Services's portfolio in Q1 2017, its #159 holding.
Commonwealth Financial Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 10 quarters since.
Commonwealth Financial Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $19K 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 Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.