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KCS Wealth Advisory’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-2,413
Closed -$141K – 387
2019
Q3 		$141K Buy
+2,413
New +$139K 0.1% 173

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

KCS Wealth Advisory's USIG Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2019, closing a stake of 2,413 shares — an estimated $141K sold.

KCS Wealth Advisory first reported a position in USIG in Q3 2019 and held it in 1 quarter. The position peaked at $141K in Q3 2019. 163 funds tracked by Wall St. Rank hold USIG as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 2,413 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $141K.
  • KCS Wealth Advisory first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $141K in Q3 2019.
  • 163 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.