Boston Private Bank & Trust’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Boston Private Bank & Trust’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	$6.82M	Buy	129,236 +26,408	+26%	+$1.39M	0.31%	100
2014 Q4	$5.41M	Buy	102,828 +14,596	+17%	+$769K	0.25%	114
2014 Q3	$4.64M	Buy	88,232 +2,690	+3%	+$142K	0.23%	119
2014 Q2	$4.52M	Buy	85,542 +6,992	+9%	+$369K	0.22%	126
2014 Q1	$4.14M	Buy	78,550 +2,220	+3%	+$117K	0.21%	128
2013 Q4	$4.03M	Sell	76,330 -2,360	-3%	-$124K	0.2%	133
2013 Q3	$4.14M	Buy	78,690 +766	+1%	+$40.2K	0.23%	127
2013 Q2	$4.09M	Buy	+77,924	New	+$4.11M	0.24%	123

Other funds holding IGSB

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Boston Private Bank & Trust's IGSB Position: Q1 2015 in Review

Boston Private Bank & Trust increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 26% in Q1 2015, buying an estimated $1.39M and bringing the position to 129,236 shares worth $6.82M. The position accounts for 0.31% of the portfolio, ranked #100.

Boston Private Bank & Trust first reported a position in IGSB in Q2 2013 and has held it in 8 quarters since. 418 funds tracked by Wall St. Rank hold IGSB as of Q1 2015.

Boston Private Bank & Trust held 129,236 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $6.82M as of Q1 2015.
Boston Private Bank & Trust bought 26,408 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2015, an estimated $1.39M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.31% of Boston Private Bank & Trust's portfolio in Q1 2015, its #100 holding.
Boston Private Bank & Trust first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 8 quarters since.
418 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.