Ancora Family Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$545K	Buy	10,302 +2,000	+24%	+$106K	0.19%	125
2016 Q2	$440K	Buy	8,302 +1,000	+14%	+$52.8K	0.17%	128
2016 Q1	$385K	Buy	+7,302	New	+$383K	0.16%	133

Other funds holding IGSB

MMI

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

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

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

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Swiss Re Zurich, Switzerland $1.1B AUM

Ancora Family Wealth Advisors's IGSB Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 24% in Q3 2016, buying an estimated $106K and bringing the position to 10,302 shares worth $545K. The position accounts for 0.19% of the portfolio, ranked #125.

Ancora Family Wealth Advisors first reported a position in IGSB in Q1 2016 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold IGSB as of Q3 2016.

Ancora Family Wealth Advisors held 10,302 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $545K as of Q3 2016.
Ancora Family Wealth Advisors bought 2,000 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2016, an estimated $106K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.19% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #125 holding.
Ancora Family Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 3 quarters since.
479 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.