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Psagot Value Holdings’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Psagot Value Holdings’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
2018
Q3 		– Sell
-4,800
Closed -$257K – 384
2018
Q2 		$257K Sell
4,800
-840
-15% -$45.1K 0.01% 207
2018
Q1 		$307K Hold
5,640
– – 0.01% 216
2017
Q4 		$316K Hold
5,640
– – 0.01% 196
2017
Q3 		$316K Buy
5,640
+4,820
+588% +$270K 0.01% 204
2017
Q2 		$46K Sell
820
-3,960
-83% -$220K ﹤0.01% 268
2017
Q1 		$263K Sell
4,780
-2,048
-30% -$112K 0.01% 206
2016
Q4 		$373K Buy
6,828
+1,580
+30% +$87.3K 0.02% 186
2016
Q3 		$299K Sell
5,248
-1,030
-16% -$58.6K 0.01% 194
2016
Q2 		$356K Sell
6,278
-2,520
-29% -$140K 0.02% 180
2016
Q1 		$485K Sell
8,798
-1,912
-18% -$103K 0.02% 202
2015
Q4 		$571K Sell
10,710
-616
-5% -$33.3K 0.02% 205
2015
Q3 		$614K Sell
11,326
-20,128
-64% -$1.09M 0.02% 189
2015
Q2 		$1.71M Sell
31,454
-1,972
-6% -$109K 0.05% 145
2015
Q1 		$1.9M Sell
33,426
-714
-2% -$40.3K 0.06% 136
2014
Q4 		$1.91M Buy
34,140
+4,918
+17% +$274K 0.06% 121
2014
Q3 		$1.61M Sell
29,222
-1,938
-6% -$108K 0.05% 127
2014
Q2 		$1.74M Buy
31,160
+9,862
+46% +$545K 0.06% 120
2014
Q1 		$1.17M Buy
21,298
+16,702
+363% +$908K 0.04% 140
2013
Q4 		$246K Sell
4,596
-32
-0.7% -$1.72K 0.01% 255
2013
Q3 		$248K Buy
4,628
+134
+3% +$7.16K 0.01% 270
2013
Q2 		$241K Buy
+4,494
New +$251K 0.01% 226

Other funds holding USIG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Psagot Value Holdings's USIG Position: Q3 2018 in Review

Psagot Value Holdings sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2018, closing a stake of 4,800 shares — an estimated $257K sold.

Psagot Value Holdings first reported a position in USIG in Q2 2013 and held it in 21 quarters. The position peaked at $1.91M in Q4 2014. 113 funds tracked by Wall St. Rank hold USIG as of Q3 2018.

  • Psagot Value Holdings reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Psagot Value Holdings sold 4,800 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $257K.
  • Psagot Value Holdings first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and held it in 21 quarters.
  • Psagot Value Holdings's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.91M in Q4 2014.
  • 113 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Psagot Value Holdings's 13F filing for Q3 2018, filed 5 Nov 2018.