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

Accurate Investment Solutions’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
2018 Q3	–	Sell	-608	Closed	-$32K	–	437
2018 Q2	$32K	Hold	608	–	–	0.02%	175
2018 Q1	$32K	Hold	608	–	–	0.02%	167
2017 Q4	$32K	Sell	608 -1,170	-66%	-$61.4K	0.02%	167
2017 Q3	$94K	Hold	1,778	–	–	0.07%	93
2017 Q2	$94K	Hold	1,778	–	–	0.08%	89
2017 Q1	$94K	Hold	1,778	–	–	0.08%	74
2016 Q4	$93K	Hold	1,778	–	–	0.08%	80
2016 Q3	$94K	Hold	1,778	–	–	0.09%	77
2016 Q2	$94K	Hold	1,778	–	–	0.1%	72
2016 Q1	$94K	Buy	1,778 +2	+0.1%	+$105	0.09%	96
2015 Q4	$93K	Buy	+1,776	New	+$93.2K	0.09%	77

Other funds holding IGSB

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Accurate Investment Solutions's IGSB Position: Q3 2018 in Review

Accurate Investment Solutions sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2018, closing a stake of 608 shares — an estimated $32K sold.

Accurate Investment Solutions first reported a position in IGSB in Q4 2015 and held it in 11 quarters. The position peaked at $94K in Q3 2017. 535 funds tracked by Wall St. Rank hold IGSB as of Q3 2018.

Accurate Investment Solutions reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Accurate Investment Solutions sold 608 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $32K.
Accurate Investment Solutions first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 11 quarters.
Accurate Investment Solutions's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $94K in Q3 2017.
535 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.