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Freestone Capital Holdings’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-1,826
Closed -$113K – 1092
2020
Q4 		$113K Buy
+1,826
New +$112K 0.01% 416

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UBS Group
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Envestnet Asset Management
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FRBONY
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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
AWM
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PAG
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Freestone Capital Holdings's USIG Position: Q1 2021 in Review

Freestone Capital Holdings sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2021, closing a stake of 1,826 shares — an estimated $113K sold.

Freestone Capital Holdings first reported a position in USIG in Q4 2020 and held it in 1 quarter. The position peaked at $113K in Q4 2020. 242 funds tracked by Wall St. Rank hold USIG as of Q1 2021.

  • Freestone Capital Holdings reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,826 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $113K.
  • Freestone Capital Holdings first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Freestone Capital Holdings's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $113K in Q4 2020.
  • 242 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.