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Blume Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Blume Capital Management’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
2014
Q4 		– Sell
-426
Closed -$22K – 296
2014
Q3 		$22K Hold
426
– – 0.02% 132
2014
Q2 		$23K Hold
426
– – 0.02% 139
2014
Q1 		$22K Buy
+426
New +$22.5K 0.02% 150

Other funds holding IGSB

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blume Capital Management's IGSB Position: Q4 2014 in Review

Blume Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2014, closing a stake of 426 shares — an estimated $22K sold.

Blume Capital Management first reported a position in IGSB in Q1 2014 and held it in 3 quarters. The position peaked at $23K in Q2 2014. 420 funds tracked by Wall St. Rank hold IGSB as of Q4 2014.

  • Blume Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Blume Capital Management sold 426 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2014, an estimated $22K.
  • Blume Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2014 and held it in 3 quarters.
  • Blume Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $23K in Q2 2014.
  • 420 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2014.

Based on Blume Capital Management's 13F filing for Q4 2014, filed 10 Feb 2015.