First Allied Advisory Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$390K Buy
6,414
+695
+12% +$42.6K 0.01% 802
2020
Q2
$346K Buy
+5,719
New +$335K 0.01% 772
2017
Q1
Sell
-9,538
Closed -$521K 1171
2016
Q4
$521K Buy
+9,538
New +$527K 0.03% 576
2013
Q3
Sell
-6,122
Closed -$330K 1047
2013
Q2
$330K Buy
+6,122
New +$342K 0.03% 633

Other funds holding USIG

First Allied Advisory Services's USIG Position: Q3 2020 in Review

First Allied Advisory Services increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 12% in Q3 2020, buying an estimated $42.6K and bringing the position to 6,414 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #802.

First Allied Advisory Services first reported a position in USIG in Q2 2013 and has held it in 4 quarters since. The position peaked at $521K in Q4 2016. 216 funds tracked by Wall St. Rank hold USIG as of Q3 2020.

  • First Allied Advisory Services held 6,414 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $390K as of Q3 2020.
  • First Allied Advisory Services bought 695 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $42.6K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #802 holding.
  • First Allied Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 4 quarters since.
  • First Allied Advisory Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $521K in Q4 2016.
  • 216 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.