Karp Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Karp Capital 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
2015 Q4	–	Sell	-588	Closed	-$32K	–	280
2015 Q3	$32K	Buy	588 +4	+0.7%	+$217	0.02%	202
2015 Q2	$32K	Buy	584 +6	+1%	+$332	0.02%	206
2015 Q1	$33K	Buy	578 +2	+0.3%	+$113	0.02%	206
2014 Q4	$32K	Buy	+576	New	+$32.1K	0.02%	191

Other funds holding USIG

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Karp Capital Management's USIG Position: Q4 2015 in Review

Karp Capital Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2015, closing a stake of 588 shares — an estimated $32K sold.

Karp Capital Management first reported a position in USIG in Q4 2014 and held it in 4 quarters. The position peaked at $33K in Q1 2015. 89 funds tracked by Wall St. Rank hold USIG as of Q4 2015.

Karp Capital Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
Karp Capital Management sold 588 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2015, an estimated $32K.
Karp Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2014 and held it in 4 quarters.
Karp Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $33K in Q1 2015.
89 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.