Independent Portfolio Consultants’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$1K	Sell	20 -10	-33%	-$555	﹤0.01%	782
2017 Q1	$2K	Sell	30 -730	-96%	-$39.9K	﹤0.01%	792
2016 Q4	$42K	Sell	760 -20	-3%	-$1.1K	0.01%	569
2016 Q3	$44K	Hold	780	–	–	0.01%	568
2016 Q2	$44K	Sell	780 -30	-4%	-$1.67K	0.01%	562
2016 Q1	$45K	Buy	810 +190	+31%	+$10.2K	0.01%	587
2015 Q4	$33K	Sell	620 -10	-2%	-$540	0.01%	630
2015 Q3	$34K	Buy	630 +80	+15%	+$4.34K	0.01%	637
2015 Q2	$30K	Sell	550 -14,028	-96%	-$777K	0.01%	682
2015 Q1	$826K	Sell	14,578 -1,040	-7%	-$58.7K	0.17%	172
2014 Q4	$873K	Sell	15,618 -70	-0.4%	-$3.9K	0.18%	175
2014 Q3	$867K	Sell	15,688 -1,250	-7%	-$69.5K	0.23%	107
2014 Q2	$944K	Buy	16,938 +490	+3%	+$27.1K	0.26%	94
2014 Q1	$900K	Buy	+16,448	New	+$894K	0.29%	98

Other funds holding USIG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Independent Portfolio Consultants's USIG Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 33% in Q2 2017, selling an estimated $555 and leaving 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Independent Portfolio Consultants first reported a position in USIG in Q1 2014 and has held it in 14 quarters since. The position peaked at $944K in Q2 2014. 110 funds tracked by Wall St. Rank hold USIG as of Q2 2017.

Independent Portfolio Consultants held 20 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1K as of Q2 2017.
Independent Portfolio Consultants sold 10 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $555.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #782 holding.
Independent Portfolio Consultants first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2014 and has held it in 14 quarters since.
Independent Portfolio Consultants's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $944K in Q2 2014.
110 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.