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Wealth & Pension Services Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Wealth & Pension Services Group’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 		$1.65M Sell
28,357
-370
-1% -$21.3K 1.2% 23
2019
Q2 		$1.64M Hold
28,727
– – 1.19% 26
2019
Q1 		$1.59M Hold
28,727
– – 1.24% 25
2018
Q4 		$1.52M Sell
28,727
-3,213
-10% -$169K 1.37% 25
2018
Q3 		$1.71M Buy
+31,940
New +$1.72M 1.72% 17

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Wealth & Pension Services Group's USIG Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.3% in Q3 2019, selling an estimated $21.3K and leaving 28,357 shares worth $1.65M. The position accounts for 1.2% of the portfolio, ranked #23.

Wealth & Pension Services Group first reported a position in USIG in Q3 2018 and has held it in 5 quarters since. The position peaked at $1.71M in Q3 2018. 140 funds tracked by Wall St. Rank hold USIG as of Q3 2019.

  • Wealth & Pension Services Group held 28,357 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.65M as of Q3 2019.
  • Wealth & Pension Services Group sold 370 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $21.3K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 1.2% of Wealth & Pension Services Group's portfolio in Q3 2019, its #23 holding.
  • Wealth & Pension Services Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 5 quarters since.
  • Wealth & Pension Services Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.71M in Q3 2018.
  • 140 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.