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

ARS Investment Partners’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 Q2	–	Sell	-152,618	Closed	-$7.92M	–	135
2018 Q1	$7.92M	Buy	152,618 +21,008	+16%	+$1.09M	0.97%	34
2017 Q4	$6.88M	Buy	131,610 +26,652	+25%	+$1.4M	0.83%	37
2017 Q3	$5.53M	Buy	104,958 +3,448	+3%	+$182K	0.71%	40
2017 Q2	$5.34M	Buy	101,510 +23,774	+31%	+$1.25M	0.74%	42
2017 Q1	$4.09M	Buy	77,736 +33,348	+75%	+$1.75M	0.59%	49
2016 Q4	$2.33M	Buy	+44,388	New	+$2.33M	0.36%	66

Other funds holding IGSB

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

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 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

ARS Investment Partners's IGSB Position: Q2 2018 in Review

ARS Investment Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2018, closing a stake of 152,618 shares — an estimated $7.92M sold.

ARS Investment Partners first reported a position in IGSB in Q4 2016 and held it in 6 quarters. The position peaked at $7.92M in Q1 2018. 551 funds tracked by Wall St. Rank hold IGSB as of Q2 2018.

ARS Investment Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
ARS Investment Partners sold 152,618 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $7.92M.
ARS Investment Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 6 quarters.
ARS Investment Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.92M in Q1 2018.
551 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2018.

Based on ARS Investment Partners's 13F filing for Q2 2018, filed 13 Aug 2018.