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

Bruderman Asset 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
2017 Q3	–	Sell	-2,050	Closed	-$108K	–	223
2017 Q2	$108K	Buy	+2,050	New	+$108K	0.03%	150
2017 Q1	–	Sell	-3,310	Closed	-$174K	–	223
2016 Q4	$174K	Sell	3,310 -1,368	-29%	-$71.9K	0.05%	120
2016 Q3	$247K	Buy	4,678 +628	+16%	+$33.2K	0.07%	108
2016 Q2	$215K	Hold	4,050	–	–	0.07%	118
2016 Q1	$213K	Hold	4,050	–	–	0.07%	113
2015 Q4	$212K	Hold	4,050	–	–	0.08%	112
2015 Q3	$213K	Sell	4,050 -800	-16%	-$42K	0.08%	104
2015 Q2	$255K	Hold	4,850	–	–	0.1%	98
2015 Q1	$256K	Buy	+4,850	New	+$255K	0.1%	97

Other funds holding IGSB

BlackRock New York $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Swiss Re Zurich, Switzerland $1.1B AUM

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Bruderman Asset Management's IGSB Position: Q3 2017 in Review

Bruderman Asset Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2017, closing a stake of 2,050 shares — an estimated $108K sold.

Bruderman Asset Management first reported a position in IGSB in Q1 2015 and held it in 9 quarters. The position peaked at $256K in Q1 2015. 536 funds tracked by Wall St. Rank hold IGSB as of Q3 2017.

Bruderman Asset Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
Bruderman Asset Management sold 2,050 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2017, an estimated $108K.
Bruderman Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2015 and held it in 9 quarters.
Bruderman Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $256K in Q1 2015.
536 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2017.

Based on Bruderman Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.