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

Concert 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
2016
Q4 		– Sell
-242
Closed -$13K – 896
2016
Q3 		$13K Buy
+242
New +$13.8K ﹤0.01% 930

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Concert Wealth Management's USIG Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2016, closing a stake of 242 shares — an estimated $13K sold.

Concert Wealth Management first reported a position in USIG in Q3 2016 and held it in 1 quarter. The position peaked at $13K in Q3 2016. 107 funds tracked by Wall St. Rank hold USIG as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 242 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $13K.
  • Concert Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $13K in Q3 2016.
  • 107 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.