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

Institute for 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
2020
Q1 		– Sell
-118
Closed -$7K – 659
2019
Q4 		$7K Buy
+118
New +$6.86K ﹤0.01% 621

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Institute for Wealth Management's USIG Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2020, closing a stake of 118 shares — an estimated $7K sold.

Institute for Wealth Management first reported a position in USIG in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 166 funds tracked by Wall St. Rank hold USIG as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 118 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $7K.
  • Institute for Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $7K in Q4 2019.
  • 166 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.