MV Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

MV Capital 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	-478	Closed	-$27K	–	369
2017 Q4	$27K	Hold	478	–	–	0.01%	193
2017 Q3	$27K	Hold	478	–	–	0.01%	189
2017 Q2	$27K	Hold	478	–	–	0.01%	188
2017 Q1	$26K	Hold	478	–	–	0.01%	186
2016 Q4	$26K	Hold	478	–	–	0.01%	182
2016 Q3	$27K	Sell	478 -190	-28%	-$10.8K	0.01%	177
2016 Q2	$38K	Hold	668	–	–	0.01%	163
2016 Q1	$37K	Hold	668	–	–	0.02%	162
2015 Q4	$36K	Hold	668	–	–	0.01%	176
2015 Q3	$36K	Hold	668	–	–	0.02%	166
2015 Q2	$36K	Hold	668	–	–	0.01%	200
2015 Q1	$38K	Hold	668	–	–	0.02%	184
2014 Q4	$37K	Buy	+668	New	+$37.2K	0.02%	183

Other funds holding USIG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

MV Capital Management's USIG Position: Q1 2018 in Review

MV Capital Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2018, closing a stake of 478 shares — an estimated $27K sold.

MV Capital Management first reported a position in USIG in Q4 2014 and held it in 13 quarters. The position peaked at $38K in Q2 2016. 119 funds tracked by Wall St. Rank hold USIG as of Q1 2018.

MV Capital Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
MV Capital Management sold 478 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $27K.
MV Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2014 and held it in 13 quarters.
MV Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $38K in Q2 2016.
119 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2018.

Based on MV Capital Management's 13F filing for Q1 2018, filed 9 May 2018.