Northwestern Mutual Investment Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Northwestern Mutual Investment Services’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
2016 Q1	–	Sell	-34	Closed	-$2K	–	96
2015 Q4	$2K	Hold	34	–	–	﹤0.01%	68
2015 Q3	$2K	Sell	34 -560	-94%	-$30.4K	﹤0.01%	196
2015 Q2	$32K	Hold	594	–	–	0.01%	22
2015 Q1	$34K	Hold	594	–	–	0.01%	19
2014 Q4	$33K	Buy	594 +294	+98%	+$16.4K	0.01%	19
2014 Q3	$17K	Sell	300 -143,244	-100%	-$7.96M	0.01%	30
2014 Q2	$8M	Buy	143,544 +15,826	+12%	+$875K	2.88%	10
2014 Q1	$6.99M	Buy	127,718 +14,802	+13%	+$804K	3%	10
2013 Q4	$6.04M	Buy	+112,916	New	+$6.07M	3.05%	10

Other funds holding USIG

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

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

MLICM

Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Northwestern Mutual Investment Services's USIG Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2016, closing a stake of 34 shares — an estimated $2K sold.

Northwestern Mutual Investment Services first reported a position in USIG in Q4 2013 and held it in 9 quarters. The position peaked at $8M in Q2 2014. 96 funds tracked by Wall St. Rank hold USIG as of Q1 2016.

Northwestern Mutual Investment Services reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
Northwestern Mutual Investment Services sold 34 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2016, an estimated $2K.
Northwestern Mutual Investment Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2013 and held it in 9 quarters.
Northwestern Mutual Investment Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $8M in Q2 2014.
96 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.