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1919 Investment Counsel’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

1919 Investment Counsel’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$53K Hold
1,000
– – ﹤0.01% 694
2014
Q2 		$53K Hold
1,000
– – ﹤0.01% 692
2014
Q1 		$53K Buy
+1,000
New +$52.7K ﹤0.01% 677

Other funds holding IGSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

1919 Investment Counsel's IGSB Position: Q3 2014 in Review

1919 Investment Counsel held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2014 at 1,000 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

1919 Investment Counsel first reported a position in IGSB in Q1 2014 and has held it in 3 quarters since. 402 funds tracked by Wall St. Rank hold IGSB as of Q3 2014.

  • 1919 Investment Counsel held 1,000 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $53K as of Q3 2014.
  • 1919 Investment Counsel left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2014.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #694 holding.
  • 1919 Investment Counsel first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2014 and has held it in 3 quarters since.
  • 402 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.