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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

AWM

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

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

Winfield Associates's USIG Position: Q1 2018 in Review

Winfield Associates sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2018, closing a stake of 264 shares — an estimated $15K sold.

Winfield Associates first reported a position in USIG in Q3 2014 and held it in 14 quarters. The position peaked at $15K in Q4 2017. 119 funds tracked by Wall St. Rank hold USIG as of Q1 2018.

Winfield Associates reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 264 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $15K.
Winfield Associates first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2014 and held it in 14 quarters.
Winfield Associates's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $15K in Q4 2017.
119 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.