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Palladium Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Palladium Partners’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
2014
Q2 		– Sell
-500
Closed -$27K – 455
2014
Q1 		$27K Buy
+500
New +$27.2K ﹤0.01% 403
2013
Q4 		– Sell
-500
Closed -$27K – 461
2013
Q3 		$27K Hold
500
– – ﹤0.01% 394
2013
Q2 		$27K Buy
+500
New +$28K ﹤0.01% 398

Other funds holding USIG

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Palladium Partners's USIG Position: Q2 2014 in Review

Palladium Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2014, closing a stake of 500 shares — an estimated $27K sold.

Palladium Partners first reported a position in USIG in Q2 2013 and held it in 3 quarters. The position peaked at $27K in Q1 2014. 80 funds tracked by Wall St. Rank hold USIG as of Q2 2014.

  • Palladium Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 500 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2014, an estimated $27K.
  • Palladium Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $27K in Q1 2014.
  • 80 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.