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NatWest Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

NatWest Group’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
2017
Q4 		– Sell
-5,340
Closed -$300K – 98
2017
Q3 		$300K Buy
5,340
+1,430
+37% +$80.1K 0.07% 88
2017
Q2 		$218K Buy
+3,910
New +$217K 0.05% 95
2017
Q1 		– Sell
-3,700
Closed -$202K – 118
2016
Q4 		$202K Sell
3,700
-7,710
-68% -$426K 0.05% 102
2016
Q3 		$649K Buy
+11,410
New +$649K 0.15% 75

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

NatWest Group's USIG Position: Q4 2017 in Review

NatWest Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2017, closing a stake of 5,340 shares — an estimated $300K sold.

NatWest Group first reported a position in USIG in Q3 2016 and held it in 4 quarters. The position peaked at $649K in Q3 2016. 127 funds tracked by Wall St. Rank hold USIG as of Q4 2017.

  • NatWest Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • NatWest Group sold 5,340 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $300K.
  • NatWest Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2016 and held it in 4 quarters.
  • NatWest Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $649K in Q3 2016.
  • 127 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2017.

Based on NatWest Group's 13F filing for Q4 2017, filed 6 Feb 2018.