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

Doyle 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
2019
Q3 		– Sell
-78
Closed -$4K – 723
2019
Q2 		$4K Buy
+78
New +$4.33K ﹤0.01% 763
2019
Q1 		– Sell
-60
Closed -$3K – 715
2018
Q4 		$3K Buy
+60
New +$3.16K ﹤0.01% 778

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Doyle Wealth Management's USIG Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2019, closing a stake of 78 shares — an estimated $4K sold.

Doyle Wealth Management first reported a position in USIG in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 140 funds tracked by Wall St. Rank hold USIG as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 78 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $4K.
  • Doyle Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $4K in Q2 2019.
  • 140 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.