Sargent Bickham Lagudis’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Sargent Bickham Lagudis’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 Q1	–	Sell	-184	Closed	-$10K	–	809
2017 Q4	$10K	Sell	184 -100	-35%	-$5.59K	﹤0.01%	614
2017 Q3	$16K	Hold	284	–	–	﹤0.01%	540
2017 Q2	$16K	Hold	284	–	–	﹤0.01%	512
2017 Q1	$16K	Hold	284	–	–	﹤0.01%	523
2016 Q4	$16K	Sell	284 -580	-67%	-$32K	﹤0.01%	499
2016 Q3	$49	Sell	864 -200	-19%	-$11.4K	0.01%	350
2016 Q2	$60K	Sell	1,064 -1,210	-53%	-$67.3K	0.01%	319
2016 Q1	$125K	Buy	+2,274	New	+$122K	0.02%	252

Other funds holding USIG

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

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

AWM

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

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

RJA

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

Sargent Bickham Lagudis's USIG Position: Q1 2018 in Review

Sargent Bickham Lagudis sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2018, closing a stake of 184 shares — an estimated $10K sold.

Sargent Bickham Lagudis first reported a position in USIG in Q1 2016 and held it in 8 quarters. The position peaked at $125K in Q1 2016. 119 funds tracked by Wall St. Rank hold USIG as of Q1 2018.

Sargent Bickham Lagudis reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 184 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $10K.
Sargent Bickham Lagudis first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2016 and held it in 8 quarters.
Sargent Bickham Lagudis's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $125K in Q1 2016.
119 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2018, filed 13 Sep 2021.