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WA
Winfield Associates’s
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
Stock Holding History
Winfield Associates’s Portfolio
USIG Stock Details
USIG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-264
Closed
-$15K
–
638
2017
Q4
$15K
Hold
264
–
–
0.01%
368
2017
Q3
$15K
Hold
264
–
–
0.01%
347
2017
Q2
$15K
Hold
264
–
–
0.01%
340
2017
Q1
$15K
Hold
264
–
–
0.01%
324
2016
Q4
$14K
Hold
264
–
–
0.01%
322
2016
Q3
$15K
Hold
264
–
–
0.01%
291
2016
Q2
$15K
Hold
264
–
–
0.01%
283
2016
Q1
$15K
Hold
264
–
–
0.01%
271
2015
Q4
$14K
Hold
264
–
–
0.01%
235
2015
Q3
$14K
Hold
264
–
–
0.01%
230
2015
Q2
$14K
Hold
264
–
–
0.01%
213
2015
Q1
$15K
Hold
264
–
–
0.01%
216
2014
Q4
$15K
Hold
264
–
–
0.01%
220
2014
Q3
$15K
Buy
+264
New
+$14.7K
0.01%
221
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$666B AUM
30.12%
1-Year Est. Return
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$530B AUM
22.01%
1-Year Est. Return
BlackRock
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$5.72T AUM
30.48%
1-Year Est. Return
Carson Wealth (CWM LLC)
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$38.1B AUM
19.66%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Allianz Asset Management
Munich, Germany
$95.4B AUM
38.74%
1-Year Est. Return
AWM
AE Wealth Management
Topeka, Kansas
$18.5B AUM
19.51%
1-Year Est. Return
SS
Simplicity Solutions
Minneapolis, Minnesota
$3.66B AUM
23.51%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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