Moloney Securities Asset Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Moloney Securities Asset 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
2018 Q1	–	Sell	-6,412	Closed	-$359K	–	314
2017 Q4	$359K	Sell	6,412 -1,416	-18%	-$79.2K	0.15%	171
2017 Q3	$439K	Hold	7,828	–	–	0.2%	144
2017 Q2	$437K	Buy	7,828 +984	+14%	+$54.6K	0.22%	143
2017 Q1	$376K	Buy	+6,844	New	+$374K	0.19%	153

Other funds holding USIG

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Moloney Securities Asset Management's USIG Position: Q1 2018 in Review

Moloney Securities Asset Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2018, closing a stake of 6,412 shares — an estimated $359K sold.

Moloney Securities Asset Management first reported a position in USIG in Q1 2017 and held it in 4 quarters. The position peaked at $439K in Q3 2017. 119 funds tracked by Wall St. Rank hold USIG as of Q1 2018.

Moloney Securities Asset Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Moloney Securities Asset Management sold 6,412 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $359K.
Moloney Securities Asset Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2017 and held it in 4 quarters.
Moloney Securities Asset Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $439K in Q3 2017.
119 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Moloney Securities Asset Management's 13F filing for Q1 2018, filed 25 Apr 2018.