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Butensky & Cohen Financial Security’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Butensky & Cohen Financial Security’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
2016
Q1 		– Sell
-112
Closed -$6K – 158
2015
Q4 		$6K Buy
112
+20
+22% +$1.05K 0.01% 118
2015
Q3 		$5K Buy
+92
New +$4.83K 0.01% 121

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $1.1B AUM

Butensky & Cohen Financial Security's IGSB Position: Q1 2016 in Review

Butensky & Cohen Financial Security sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2016, closing a stake of 112 shares — an estimated $6K sold.

Butensky & Cohen Financial Security first reported a position in IGSB in Q3 2015 and held it in 2 quarters. The position peaked at $6K in Q4 2015. 460 funds tracked by Wall St. Rank hold IGSB as of Q1 2016.

  • Butensky & Cohen Financial Security reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Butensky & Cohen Financial Security sold 112 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2016, an estimated $6K.
  • Butensky & Cohen Financial Security first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2015 and held it in 2 quarters.
  • Butensky & Cohen Financial Security's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6K in Q4 2015.
  • 460 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2016.

Based on Butensky & Cohen Financial Security's 13F filing for Q1 2016, filed 19 Apr 2016.