Patriot Financial Group Insurance Agency’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Patriot Financial Group Insurance Agency’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
2020 Q2	–	Sell	-1,436	Closed	-$80K	–	1845
2020 Q1	$80K	Hold	1,436	–	–	0.04%	355
2019 Q4	$84K	Hold	1,436	–	–	0.03%	373
2019 Q3	$84K	Hold	1,436	–	–	0.04%	344
2019 Q2	$82K	Hold	1,436	–	–	0.04%	350
2019 Q1	$79K	Hold	1,436	–	–	0.04%	315
2018 Q4	$76K	Hold	1,436	–	–	0.05%	256
2018 Q3	$77K	Buy	1,436 +516	+56%	+$27.7K	0.05%	239
2018 Q2	$49K	Buy	920 +404	+78%	+$21.7K	0.05%	186
2018 Q1	$28K	Buy	+516	New	+$28.3K	0.02%	410

Other funds holding USIG

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Patriot Financial Group Insurance Agency's USIG Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2020, closing a stake of 1,436 shares — an estimated $80K sold.

Patriot Financial Group Insurance Agency first reported a position in USIG in Q1 2018 and held it in 9 quarters. The position peaked at $84K in Q4 2019. 189 funds tracked by Wall St. Rank hold USIG as of Q2 2020.

Patriot Financial Group Insurance Agency reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,436 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $80K.
Patriot Financial Group Insurance Agency first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2018 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $84K in Q4 2019.
189 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.