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

Aspiriant LLC’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
2015 Q1	–	Sell	-5,988	Closed	-$327K	–	93
2014 Q4	$327K	Sell	5,988 -2,542	-30%	-$139K	0.04%	69
2014 Q3	$466K	Buy	8,530 +32	+0.4%	+$1.76K	0.07%	61
2014 Q2	$468K	Buy	8,498 +34	+0.4%	+$1.86K	0.06%	64
2014 Q1	$462K	Buy	8,464 +36	+0.4%	+$1.96K	0.07%	67
2013 Q4	$455K	Buy	+8,428	New	+$456K	0.07%	58
2013 Q3	–	Sell	-8,194	Closed	-$441K	–	55
2013 Q2	$441K	Buy	+8,194	New	+$452K	0.07%	47

Other funds holding IGIB

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Aspiriant LLC's IGIB Position: Q1 2015 in Review

Aspiriant LLC sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2015, closing a stake of 5,988 shares — an estimated $327K sold.

Aspiriant LLC first reported a position in IGIB in Q2 2013 and held it in 6 quarters. The position peaked at $468K in Q2 2014. 253 funds tracked by Wall St. Rank hold IGIB as of Q1 2015.

Aspiriant LLC reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
Aspiriant LLC sold 5,988 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2015, an estimated $327K.
Aspiriant LLC first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 6 quarters.
Aspiriant LLC's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $468K in Q2 2014.
253 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2015.

Based on Aspiriant LLC's 13F filing for Q1 2015, filed 8 May 2015.