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Jaffetilchin Investment Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Jaffetilchin Investment Partners’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
Q2 		– Sell
-10,999
Closed -$616K – 236
2020
Q1 		$616K Sell
10,999
-1,671
-13% -$97K 0.22% 70
2019
Q4 		$739K Buy
12,670
+110
+0.9% +$6.4K 0.16% 93
2019
Q3 		$732K Buy
12,560
+8,372
+200% +$483K 0.17% 83
2019
Q2 		$239K Buy
+4,188
New +$233K 0.06% 224

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jaffetilchin Investment Partners's USIG Position: Q2 2020 in Review

Jaffetilchin Investment Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2020, closing a stake of 10,999 shares — an estimated $616K sold.

Jaffetilchin Investment Partners first reported a position in USIG in Q2 2019 and held it in 4 quarters. The position peaked at $739K in Q4 2019. 189 funds tracked by Wall St. Rank hold USIG as of Q2 2020.

  • Jaffetilchin Investment Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 10,999 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $616K.
  • Jaffetilchin Investment Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $739K in Q4 2019.
  • 189 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2020, filed 31 Jul 2020.