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

Arcadia Investment Management’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
2018
Q1 		– Sell
-2,620
Closed -$143K – 352
2017
Q4 		$143K Hold
2,620
– – 0.04% 136
2017
Q3 		$144K Hold
2,620
– – 0.04% 135
2017
Q2 		$144K Buy
+2,620
New +$144K 0.05% 136

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UCFA
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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
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

Arcadia Investment Management's IGIB Position: Q1 2018 in Review

Arcadia Investment Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2018, closing a stake of 2,620 shares — an estimated $143K sold.

Arcadia Investment Management first reported a position in IGIB in Q2 2017 and held it in 3 quarters. The position peaked at $144K in Q3 2017. 386 funds tracked by Wall St. Rank hold IGIB as of Q1 2018.

  • Arcadia Investment Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Arcadia Investment Management sold 2,620 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $143K.
  • Arcadia Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 3 quarters.
  • Arcadia Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $144K in Q3 2017.
  • 386 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Arcadia Investment Management's 13F filing for Q1 2018, filed 19 Apr 2018.