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Wealthspire Advisors (Maryland)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-114
Closed -$6K – 1960
2019
Q1 		$6K Hold
114
– – ﹤0.01% 1775
2018
Q4 		$6K Buy
+114
New +$6.01K ﹤0.01% 1683

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BlackRock
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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SB
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Wells Fargo
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Envestnet Asset Management
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AWM
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Wealthspire Advisors (Maryland)'s USIG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2019, closing a stake of 114 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in USIG in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 143 funds tracked by Wall St. Rank hold USIG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 114 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $6K in Q1 2019.
  • 143 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.