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

Whittier Trust’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 		– Sell
-1,416
Closed -$79K – 1351
2017
Q3 		$79K Buy
+1,416
New +$79.3K ﹤0.01% 650

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Whittier Trust's USIG Position: Q4 2017 in Review

Whittier Trust sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2017, closing a stake of 1,416 shares — an estimated $79K sold.

Whittier Trust first reported a position in USIG in Q3 2017 and held it in 1 quarter. The position peaked at $79K in Q3 2017. 127 funds tracked by Wall St. Rank hold USIG as of Q4 2017.

  • Whittier Trust reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Whittier Trust sold 1,416 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $79K.
  • Whittier Trust first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2017 and held it in 1 quarter.
  • Whittier Trust's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $79K in Q3 2017.
  • 127 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Whittier Trust's 13F filing for Q4 2017, filed 7 Feb 2018.