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

WealthShield’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
2017 Q4	$52K	Buy	+930	New	+$52K	0.03%	154

Other funds holding USIG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $609B AUM 40.19% 1-Year Est. Return

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

WealthShield's USIG Position: Q4 2017 in Review

WealthShield opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2017: 930 shares worth $52K. The stake represents 0.03% of the portfolio and ranks #154 among its holdings.

127 funds tracked by Wall St. Rank hold USIG as of Q4 2017.

WealthShield held 930 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $52K as of Q4 2017.
iShares Broad USD Investment Grade Corporate Bond ETF was a new WealthShield position in Q4 2017.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of WealthShield's portfolio in Q4 2017, its #154 holding.
127 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.