Atwood & Palmer’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Atwood & Palmer’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
2017 Q1	–	Sell	-438	Closed	-$24K	–	319
2016 Q4	$24K	Hold	438	–	–	﹤0.01%	216
2016 Q3	$24K	Hold	438	–	–	﹤0.01%	216
2016 Q2	$24K	Hold	438	–	–	﹤0.01%	216
2016 Q1	$24K	Hold	438	–	–	﹤0.01%	221
2015 Q4	$23K	Hold	438	–	–	﹤0.01%	262
2015 Q3	$24K	Buy	+438	New	+$23.8K	﹤0.01%	250

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atwood & Palmer's IGIB Position: Q1 2017 in Review

Atwood & Palmer sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2017, closing a stake of 438 shares — an estimated $24K sold.

Atwood & Palmer first reported a position in IGIB in Q3 2015 and held it in 6 quarters. The position peaked at $24K in Q4 2016. 348 funds tracked by Wall St. Rank hold IGIB as of Q1 2017.

Atwood & Palmer reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
Atwood & Palmer sold 438 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $24K.
Atwood & Palmer first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2015 and held it in 6 quarters.
Atwood & Palmer's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $24K in Q4 2016.
348 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Atwood & Palmer's 13F filing for Q1 2017, filed 28 Apr 2017.