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

Arcadia Investment Management’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
2018
Q1 		– Sell
-4,210
Closed -$220K – 353
2017
Q4 		$220K Hold
4,210
– – 0.06% 115
2017
Q3 		$222K Hold
4,210
– – 0.07% 116
2017
Q2 		$222K Buy
+4,210
New +$222K 0.07% 116

Other funds holding IGSB

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MMI
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM

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

Arcadia Investment Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2018, closing a stake of 4,210 shares — an estimated $220K sold.

Arcadia Investment Management first reported a position in IGSB in Q2 2017 and held it in 3 quarters. The position peaked at $222K in Q3 2017. 565 funds tracked by Wall St. Rank hold IGSB as of Q1 2018.

  • Arcadia Investment Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Arcadia Investment Management sold 4,210 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $220K.
  • Arcadia Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 3 quarters.
  • Arcadia Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $222K in Q3 2017.
  • 565 funds tracked by Wall St. Rank held iShares 1-5 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.