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Financial Architects (New Jersey)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Financial Architects (New Jersey)’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
2013
Q4 		– Sell
-102
Closed -$5K – 543
2013
Q3 		$5K Buy
+102
New +$5.45K ﹤0.01% 582

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FA
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Financial Architects (New Jersey)'s USIG Position: Q4 2013 in Review

Financial Architects (New Jersey) sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2013, closing a stake of 102 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in USIG in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 92 funds tracked by Wall St. Rank hold USIG as of Q4 2013.

  • Financial Architects (New Jersey) reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 102 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2013, an estimated $5K.
  • Financial Architects (New Jersey) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2013 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $5K in Q3 2013.
  • 92 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2013.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2013, filed 7 Feb 2014.