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

Apriem 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
2017
Q4 		– Sell
-4,400
Closed -$232K – 139
2017
Q3 		$232K Sell
4,400
-5,902
-57% -$311K 0.06% 117
2017
Q2 		$542K Sell
10,302
-798
-7% -$42K 0.14% 71
2017
Q1 		$584K Sell
11,100
-898
-7% -$47.2K 0.16% 61
2016
Q4 		$630K Sell
11,998
-4,346
-27% -$229K 0.19% 61
2016
Q3 		$864K Sell
16,344
-1,098
-6% -$58.1K 0.26% 58
2016
Q2 		$925K Sell
17,442
-598
-3% -$31.6K 0.3% 51
2016
Q1 		$951K Sell
18,040
-150
-0.8% -$7.86K 0.37% 46
2015
Q4 		$951K Sell
18,190
-1,600
-8% -$84K 0.34% 47
2015
Q3 		$1.04M Sell
19,790
-1,338
-6% -$70.3K 0.38% 46
2015
Q2 		$1.11M Buy
21,128
+42
+0.2% +$2.21K 0.38% 55
2015
Q1 		$1.11M Sell
21,086
-3,600
-15% -$190K 0.39% 55
2014
Q4 		$1.3M Sell
24,686
-2,598
-10% -$137K 0.48% 50
2014
Q3 		$1.44M Sell
27,284
-4,710
-15% -$248K 0.55% 54
2014
Q2 		$1.69M Sell
31,994
-4,098
-11% -$216K 0.65% 49
2014
Q1 		$1.9M Sell
36,092
-4,998
-12% -$264K 0.72% 44
2013
Q4 		$2.17M Sell
41,090
-4,820
-10% -$254K 0.85% 41
2013
Q3 		$2.42M Sell
45,910
-8,930
-16% -$469K 1.05% 36
2013
Q2 		$2.88M Buy
+54,840
New +$2.89M 1.41% 28

Other funds holding IGSB

BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Apriem Advisors's IGSB Position: Q4 2017 in Review

Apriem Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2017, closing a stake of 4,400 shares — an estimated $232K sold.

Apriem Advisors first reported a position in IGSB in Q2 2013 and held it in 18 quarters. The position peaked at $2.88M in Q2 2013. 583 funds tracked by Wall St. Rank hold IGSB as of Q4 2017.

  • Apriem Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Apriem Advisors sold 4,400 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $232K.
  • Apriem Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 18 quarters.
  • Apriem Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.88M in Q2 2013.
  • 583 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Apriem Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.