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McAdam LLC’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

McAdam LLC’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
2018
Q4 		– Sell
-200
Closed -$11K – 575
2018
Q3 		$11K Sell
200
-200
-50% -$10.7K ﹤0.01% 332
2018
Q2 		$21K Hold
400
– – 0.01% 237
2018
Q1 		$22K Buy
+400
New +$21.9K 0.01% 231

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

McAdam LLC's USIG Position: Q4 2018 in Review

McAdam LLC sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2018, closing a stake of 200 shares — an estimated $11K sold.

McAdam LLC first reported a position in USIG in Q1 2018 and held it in 3 quarters. The position peaked at $22K in Q1 2018. 136 funds tracked by Wall St. Rank hold USIG as of Q4 2018.

  • McAdam LLC reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 200 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $11K.
  • McAdam LLC first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $22K in Q1 2018.
  • 136 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.