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

American Investment Services’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
2017 Q3	–	Sell	-4,252	Closed	-$224K	–	113
2017 Q2	$224K	Hold	4,252	–	–	0.09%	104
2017 Q1	$224K	Buy	+4,252	New	+$223K	0.09%	97
2015 Q4	–	Sell	-4,208	Closed	-$221K	–	84
2015 Q3	$221K	Sell	4,208 -100	-2%	-$5.25K	0.12%	77
2015 Q2	$227K	Hold	4,308	–	–	0.12%	80
2015 Q1	$227K	Hold	4,308	–	–	0.12%	74
2014 Q4	$227K	Buy	4,308 +50	+1%	+$2.63K	0.12%	74
2014 Q3	$224K	Hold	4,258	–	–	0.12%	73
2014 Q2	$225K	Hold	4,258	–	–	0.12%	74
2014 Q1	$225K	Buy	4,258 +130	+3%	+$6.86K	0.13%	67
2013 Q4	$218K	Hold	4,128	–	–	0.13%	62
2013 Q3	$217K	Hold	4,128	–	–	0.14%	62
2013 Q2	$217K	Buy	+4,128	New	+$218K	0.14%	69

Other funds holding IGSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Swiss Re Zurich, Switzerland $16.4M AUM

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

American Investment Services's IGSB Position: Q3 2017 in Review

American Investment Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2017, closing a stake of 4,252 shares — an estimated $224K sold.

American Investment Services first reported a position in IGSB in Q2 2013 and held it in 12 quarters. The position peaked at $227K in Q2 2015. 534 funds tracked by Wall St. Rank hold IGSB as of Q3 2017.

American Investment Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
American Investment Services sold 4,252 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2017, an estimated $224K.
American Investment Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 12 quarters.
American Investment Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $227K in Q2 2015.
534 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2017.

Based on American Investment Services's 13F filing for Q3 2017, filed 12 Oct 2017.