Brick & Kyle Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Brick & Kyle Associates’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 Q2	$335K	Hold	6,300	–	–	0.26%	73
2018 Q1	$338K	Sell	6,300 -300	-5%	-$16.2K	0.27%	70
2017 Q4	$360K	Hold	6,600	–	–	0.29%	72
2017 Q3	$364K	Buy	6,600 +600	+10%	+$33K	0.29%	72
2017 Q2	$329K	Sell	6,000 -400	-6%	-$21.9K	0.28%	73
2017 Q1	$349K	Buy	6,400 +200	+3%	+$10.9K	0.27%	74
2016 Q4	$335K	Sell	6,200 -600	-9%	-$32.8K	0.27%	74
2016 Q3	$379K	Sell	6,800 -104	-2%	-$5.79K	0.3%	70
2016 Q2	$384K	Hold	6,904	–	–	0.31%	69
2016 Q1	$379K	Hold	6,904	–	–	0.33%	63
2015 Q4	$370K	Hold	6,904	–	–	0.33%	65
2015 Q3	$375K	Sell	6,904 -300	-4%	-$16.3K	0.35%	63
2015 Q2	$392K	Sell	7,204 -400	-5%	-$22K	0.33%	68
2015 Q1	$421K	Hold	7,604	–	–	0.36%	63
2014 Q4	$416K	Buy	+7,604	New	+$417K	0.36%	67

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brick & Kyle Associates's IGIB Position: Q2 2018 in Review

Brick & Kyle Associates held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2018 at 6,300 shares worth $335K. The position accounts for 0.26% of the portfolio, ranked #73.

Brick & Kyle Associates first reported a position in IGIB in Q4 2014 and has held it in 15 quarters since. The position peaked at $421K in Q1 2015. 366 funds tracked by Wall St. Rank hold IGIB as of Q2 2018.

Brick & Kyle Associates held 6,300 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $335K as of Q2 2018.
Brick & Kyle Associates left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2018.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.26% of Brick & Kyle Associates's portfolio in Q2 2018, its #73 holding.
Brick & Kyle Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 15 quarters since.
Brick & Kyle Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $421K in Q1 2015.
366 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2018.

Based on Brick & Kyle Associates's 13F filing for Q2 2018, filed 7 Aug 2018.