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Partnervest Advisory Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Partnervest Advisory 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
2014
Q1 		– Sell
-1,100
Closed -$59K – 1071
2013
Q4 		$59K Hold
1,100
– – 0.03% 289
2013
Q3 		$59K Hold
1,100
– – 0.03% 257
2013
Q2 		$59K Buy
+1,100
New +$61.5K 0.03% 217

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FA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Partnervest Advisory Services's USIG Position: Q1 2014 in Review

Partnervest Advisory Services sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2014, closing a stake of 1,100 shares — an estimated $59K sold.

Partnervest Advisory Services first reported a position in USIG in Q2 2013 and held it in 3 quarters. The position peaked at $59K in Q4 2013. 87 funds tracked by Wall St. Rank hold USIG as of Q1 2014.

  • Partnervest Advisory Services reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 1,100 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2014, an estimated $59K.
  • Partnervest Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $59K in Q4 2013.
  • 87 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2014.

Based on Partnervest Advisory Services's 13F filing for Q1 2014, filed 12 May 2014.