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AFT Forsyth & Company’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

AFT Forsyth & Company’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 		$108K Buy
2,000
+110
+6% +$5.91K 0.14% 135
2013
Q2 		$102K Buy
+1,890
New +$104K 0.15% 128

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

AFT Forsyth & Company's IGIB Position: Q3 2013 in Review

AFT Forsyth & Company increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 5.8% in Q3 2013, buying an estimated $5.91K and bringing the position to 2,000 shares worth $108K. The position accounts for 0.14% of the portfolio, ranked #135.

AFT Forsyth & Company first reported a position in IGIB in Q2 2013 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold IGIB as of Q3 2013.

  • AFT Forsyth & Company held 2,000 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $108K as of Q3 2013.
  • AFT Forsyth & Company bought 110 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2013, an estimated $5.91K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.14% of AFT Forsyth & Company's portfolio in Q3 2013, its #135 holding.
  • AFT Forsyth & Company first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.