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Peoples Bank (Ohio)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Peoples Bank (Ohio)’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
Q3 		– Sell
-3,980
Closed -$226K – 98
2016
Q2 		$226K Hold
3,980
– – 0.14% 93
2016
Q1 		$219K Hold
3,980
– – 0.14% 90
2015
Q4 		$212K Buy
+3,980
New +$215K 0.13% 100

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Peoples Bank (Ohio)'s USIG Position: Q3 2016 in Review

Peoples Bank (Ohio) sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2016, closing a stake of 3,980 shares — an estimated $226K sold.

Peoples Bank (Ohio) first reported a position in USIG in Q4 2015 and held it in 3 quarters. The position peaked at $226K in Q2 2016. 105 funds tracked by Wall St. Rank hold USIG as of Q3 2016.

  • Peoples Bank (Ohio) reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Peoples Bank (Ohio) sold 3,980 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2016, an estimated $226K.
  • Peoples Bank (Ohio) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2015 and held it in 3 quarters.
  • Peoples Bank (Ohio)'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $226K in Q2 2016.
  • 105 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2016.

Based on Peoples Bank (Ohio)'s 13F filing for Q3 2016, filed 7 Nov 2016.