KT
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Kanaly Trust’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Kanaly Trust’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
2015
Q2 		– Sell
-2,400
Closed -$136K – 864
2015
Q1 		$136K Sell
2,400
-626
-21% -$35.3K 0.03% 185
2014
Q4 		$169K Sell
3,026
-46
-1% -$2.56K 0.03% 183
2014
Q3 		$170K Buy
3,072
+68
+2% +$3.78K 0.03% 188
2014
Q2 		$167K Buy
3,004
+28
+0.9% +$1.55K 0.03% 196
2014
Q1 		$163K Sell
2,976
-1,360
-31% -$73.9K 0.03% 203
2013
Q4 		$232K Buy
4,336
+94
+2% +$5.05K 0.05% 175
2013
Q3 		$227K Buy
4,242
+282
+7% +$15.1K 0.07% 85
2013
Q2 		$212K Buy
+3,960
New +$221K 0.07% 78

Other funds holding USIG

ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return