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

Aviance Capital 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 Q2	–	Sell	-312	Closed	-$17K	–	243
2018 Q1	$17K	Buy	+312	New	+$16.8K	﹤0.01%	218
2016 Q4	–	Sell	-17,046	Closed	-$949K	–	255
2016 Q3	$949K	Buy	17,046 +854	+5%	+$47.6K	0.03%	218
2016 Q2	$901K	Sell	16,192 -176	-1%	-$9.69K	0.03%	214
2016 Q1	$898K	Buy	16,368 +4,686	+40%	+$253K	0.03%	192
2015 Q4	$627K	Buy	11,682 +2,668	+30%	+$144K	0.02%	205
2015 Q3	$489K	Buy	+9,014	New	+$489K	0.02%	199
2014 Q4	–	Sell	-31,070	Closed	-$1.7M	–	320
2014 Q3	$1.7M	Buy	31,070 +9,292	+43%	+$510K	0.07%	150
2014 Q2	$1.2M	Buy	21,778 +6,436	+42%	+$353K	0.05%	156
2014 Q1	$837K	Buy	15,342 +9,360	+156%	+$509K	0.04%	163
2013 Q4	$323K	Sell	5,982 -602	-9%	-$32.6K	0.17%	101
2013 Q3	$355K	Sell	6,584 -82	-1%	-$4.41K	0.21%	90
2013 Q2	$359K	Buy	+6,666	New	+$368K	0.2%	102

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

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

Aviance Capital Management's IGIB Position: Q2 2018 in Review

Aviance Capital Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2018, closing a stake of 312 shares — an estimated $17K sold.

Aviance Capital Management first reported a position in IGIB in Q2 2013 and held it in 12 quarters. The position peaked at $1.7M in Q3 2014. 365 funds tracked by Wall St. Rank hold IGIB as of Q2 2018.

Aviance Capital Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Aviance Capital Management sold 312 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $17K.
Aviance Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 12 quarters.
Aviance Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.7M in Q3 2014.
365 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2018.

Based on Aviance Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.