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

Private Portfolio 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
2019
Q3 		– Sell
-11,593
Closed -$662K – 226
2019
Q2 		$662K Buy
+11,593
New +$644K 0.28% 94

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Wells Fargo
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BlackRock
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SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Private Portfolio Partners's USIG Position: Q3 2019 in Review

Private Portfolio Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2019, closing a stake of 11,593 shares — an estimated $662K sold.

Private Portfolio Partners first reported a position in USIG in Q2 2019 and held it in 1 quarter. The position peaked at $662K in Q2 2019. 140 funds tracked by Wall St. Rank hold USIG as of Q3 2019.

  • Private Portfolio Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Private Portfolio Partners sold 11,593 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $662K.
  • Private Portfolio Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2019 and held it in 1 quarter.
  • Private Portfolio Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $662K in Q2 2019.
  • 140 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Private Portfolio Partners's 13F filing for Q3 2019, filed 13 Nov 2019.