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

BCWM LLC’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
2015
Q1 		– Sell
-4,336
Closed -$2.28M – 94
2014
Q4 		$2.28M Buy
+4,336
New +$228K 0.11% 85

Other funds holding IGSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BCWM LLC's IGSB Position: Q1 2015 in Review

BCWM LLC sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2015, closing a stake of 4,336 shares — an estimated $2.28M sold.

BCWM LLC first reported a position in IGSB in Q4 2014 and held it in 1 quarter. The position peaked at $2.28M in Q4 2014. 417 funds tracked by Wall St. Rank hold IGSB as of Q1 2015.

  • BCWM LLC reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
  • BCWM LLC sold 4,336 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2015, an estimated $2.28M.
  • BCWM LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and held it in 1 quarter.
  • BCWM LLC's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.28M in Q4 2014.
  • 417 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2015.

Based on BCWM LLC's 13F filing for Q1 2015, filed 14 May 2015.