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Crewe Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Crewe Advisors’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
Q1 		– Sell
-918
Closed -$49K – 275
2018
Q4 		$49K Hold
918
– – 0.02% 112
2018
Q3 		$49K Hold
918
– – 0.04% 120
2018
Q2 		$49K Hold
918
– – 0.05% 123
2018
Q1 		$50K Hold
918
– – 0.05% 115
2017
Q4 		$51K Buy
+918
New +$51.4K 0.05% 117

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Crewe Advisors's USIG Position: Q1 2019 in Review

Crewe Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2019, closing a stake of 918 shares — an estimated $49K sold.

Crewe Advisors first reported a position in USIG in Q4 2017 and held it in 5 quarters. The position peaked at $51K in Q4 2017. 143 funds tracked by Wall St. Rank hold USIG as of Q1 2019.

  • Crewe Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Crewe Advisors sold 918 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $49K.
  • Crewe Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2017 and held it in 5 quarters.
  • Crewe Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $51K in Q4 2017.
  • 143 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Crewe Advisors's 13F filing for Q1 2019, filed 10 May 2019.