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ACG Wealth’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

ACG Wealth’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
2013
Q3 		– Sell
-7,798
Closed -$420K – 116
2013
Q2 		$420K Buy
+7,798
New +$430K 0.16% 99

Other funds holding IGIB

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACG Wealth's IGIB Position: Q3 2013 in Review

ACG Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2013, closing a stake of 7,798 shares — an estimated $420K sold.

ACG Wealth first reported a position in IGIB in Q2 2013 and held it in 1 quarter. The position peaked at $420K in Q2 2013. 212 funds tracked by Wall St. Rank hold IGIB as of Q3 2013.

  • ACG Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • ACG Wealth sold 7,798 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2013, an estimated $420K.
  • ACG Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 1 quarter.
  • ACG Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $420K in Q2 2013.
  • 212 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2013.

Based on ACG Wealth's 13F filing for Q3 2013, filed 13 Nov 2013.