Massachusetts Mutual Life Insurance’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Massachusetts Mutual Life Insurance’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	$979K	Buy	+17,270	New	+$975K	1.1%	23
2014 Q4	–	Sell	-3,892	Closed	-$215K	–	25
2014 Q3	$215K	Sell	3,892 -676	-15%	-$37.6K	0.65%	22
2014 Q2	$255K	Sell	4,568 -478	-9%	-$26.4K	0.83%	16
2014 Q1	$276K	Sell	5,046 -154	-3%	-$8.37K	1.02%	16
2013 Q4	$278K	Sell	5,200 -1,044	-17%	-$56.1K	1.15%	16
2013 Q3	$335K	Buy	+6,244	New	+$334K	0.32%	71

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 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 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 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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Massachusetts Mutual Life Insurance's USIG Position: Q1 2015 in Review

Massachusetts Mutual Life Insurance opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2015: 17,270 shares worth $979K. The stake represents 1.1% of the portfolio and ranks #23 among its holdings. This is a return to the name: Massachusetts Mutual Life Insurance previously reported a position in USIG as recently as Q3 2014.

Massachusetts Mutual Life Insurance first reported a position in USIG in Q3 2013 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold USIG as of Q1 2015.

Massachusetts Mutual Life Insurance held 17,270 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $979K as of Q1 2015.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Massachusetts Mutual Life Insurance position in Q1 2015.
iShares Broad USD Investment Grade Corporate Bond ETF made up 1.1% of Massachusetts Mutual Life Insurance's portfolio in Q1 2015, its #23 holding.
Massachusetts Mutual Life Insurance first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2013 and has held it in 6 quarters since.
96 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2015.

Based on Massachusetts Mutual Life Insurance's 13F filing for Q1 2015, filed 16 Apr 2015.