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Accuvest Global Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Accuvest Global Advisors’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-19,020
Closed -$1.03M – 75
2013
Q4 		$1.03M Sell
19,020
-1,200
-6% -$65K 0.23% 41
2013
Q3 		$1.09M Sell
20,220
-40,120
-66% -$2.16M 0.28% 41
2013
Q2 		$3.25M Buy
+60,340
New +$3.33M 0.72% 33

Other funds holding IGIB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Accuvest Global Advisors's IGIB Position: Q1 2014 in Review

Accuvest Global Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2014, closing a stake of 19,020 shares — an estimated $1.03M sold.

Accuvest Global Advisors first reported a position in IGIB in Q2 2013 and held it in 3 quarters. The position peaked at $3.25M in Q2 2013. 232 funds tracked by Wall St. Rank hold IGIB as of Q1 2014.

  • Accuvest Global Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Accuvest Global Advisors sold 19,020 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2014, an estimated $1.03M.
  • Accuvest Global Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 3 quarters.
  • Accuvest Global Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.25M in Q2 2013.
  • 232 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2014.

Based on Accuvest Global Advisors's 13F filing for Q1 2014, filed 9 Apr 2014.