RWA Wealth Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

RWA Wealth 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
2018 Q3	–	Sell	-2,300	Closed	-$123K	–	672
2018 Q2	$123K	Hold	2,300	–	–	0.01%	291
2018 Q1	$125K	Sell	2,300 -3,626	-61%	-$199K	0.02%	241
2017 Q4	$332K	Buy	5,926 +22	+0.4%	+$1.23K	0.04%	184
2017 Q3	$331K	Sell	5,904 -1,314	-18%	-$73.6K	0.04%	185
2017 Q2	$403K	Sell	7,218 -476	-6%	-$26.4K	0.05%	142
2017 Q1	$423K	Buy	+7,694	New	+$421K	0.06%	140

Other funds holding USIG

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RWA Wealth Partners's USIG Position: Q3 2018 in Review

RWA Wealth Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2018, closing a stake of 2,300 shares — an estimated $123K sold.

RWA Wealth Partners first reported a position in USIG in Q1 2017 and held it in 6 quarters. The position peaked at $423K in Q1 2017. 114 funds tracked by Wall St. Rank hold USIG as of Q3 2018.

RWA Wealth Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 2,300 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $123K.
RWA Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2017 and held it in 6 quarters.
RWA Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $423K in Q1 2017.
114 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.