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Wealthfront’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-66
Closed -$4K – 1023
2015
Q3 		$4K Buy
+66
New +$3.58K ﹤0.01% 1135
2014
Q4 		– Sell
-646
Closed -$36K – 997
2014
Q3 		$36K Buy
+646
New +$35.9K ﹤0.01% 465

Other funds holding USIG

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Wealthfront's USIG Position: Q4 2015 in Review

Wealthfront sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2015, closing a stake of 66 shares — an estimated $4K sold.

Wealthfront first reported a position in USIG in Q3 2014 and held it in 2 quarters. The position peaked at $36K in Q3 2014. 89 funds tracked by Wall St. Rank hold USIG as of Q4 2015.

  • Wealthfront reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 66 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2015, an estimated $4K.
  • Wealthfront first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2014 and held it in 2 quarters.
  • Wealthfront's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $36K in Q3 2014.
  • 89 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.