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

Braver Wealth 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
2016
Q4 		– Sell
-3,756
Closed -$209K – 152
2016
Q3 		$209K Sell
3,756
-1,216
-24% -$67.7K 0.04% 135
2016
Q2 		$277K Sell
4,972
-30
-0.6% -$1.65K 0.05% 119
2016
Q1 		$274K Buy
+5,002
New +$270K 0.05% 128

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Braver Wealth Management's IGIB Position: Q4 2016 in Review

Braver Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2016, closing a stake of 3,756 shares — an estimated $209K sold.

Braver Wealth Management first reported a position in IGIB in Q1 2016 and held it in 3 quarters. The position peaked at $277K in Q2 2016. 329 funds tracked by Wall St. Rank hold IGIB as of Q4 2016.

  • Braver Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Braver Wealth Management sold 3,756 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $209K.
  • Braver Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 3 quarters.
  • Braver Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $277K in Q2 2016.
  • 329 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.