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

Boston Financial 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 Q4	–	Sell	-8,546	Closed	-$454K	–	264
2018 Q3	$454K	Buy	8,546 +500	+6%	+$26.6K	0.03%	215
2018 Q2	$427K	Sell	8,046 -284	-3%	-$15.1K	0.03%	195
2018 Q1	$447K	Buy	8,330 +926	+13%	+$49.9K	0.03%	195
2017 Q4	$404K	Hold	7,404	–	–	0.03%	209
2017 Q3	$408K	Hold	7,404	–	–	0.03%	206
2017 Q2	$406K	Hold	7,404	–	–	0.03%	211
2017 Q1	$403K	Hold	7,404	–	–	0.03%	216
2016 Q4	$401K	Buy	+7,404	New	+$405K	0.03%	217

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

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

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

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Boston Financial Management's IGIB Position: Q4 2018 in Review

Boston Financial Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2018, closing a stake of 8,546 shares — an estimated $454K sold.

Boston Financial Management first reported a position in IGIB in Q4 2016 and held it in 8 quarters. The position peaked at $454K in Q3 2018. 381 funds tracked by Wall St. Rank hold IGIB as of Q4 2018.

Boston Financial Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Boston Financial Management sold 8,546 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $454K.
Boston Financial Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 8 quarters.
Boston Financial Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $454K in Q3 2018.
381 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Boston Financial Management's 13F filing for Q4 2018, filed 31 Jan 2019.