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MCM
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
Shares
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
$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
SS
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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