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Kathryn A. Hall’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Kathryn A. Hall’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
Q1 		– Sell
-13,650
Closed -$763K – 75
2014
Q4 		$763K Buy
+13,650
New +$760K 0.21% 14

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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kathryn A. Hall's USIG Position: Q1 2015 in Review

Kathryn A. Hall sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2015, closing a stake of 13,650 shares — an estimated $763K sold.

Kathryn A. Hall first reported a position in USIG in Q4 2014 and held it in 1 quarter. The position peaked at $763K in Q4 2014. 96 funds tracked by Wall St. Rank hold USIG as of Q1 2015.

  • Kathryn A. Hall reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Kathryn A. Hall sold 13,650 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2015, an estimated $763K.
  • Kathryn A. Hall first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2014 and held it in 1 quarter.
  • Kathryn A. Hall's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $763K in Q4 2014.
  • 96 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2015.

Based on Kathryn A. Hall's 13F filing for Q1 2015, filed 12 May 2015.