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

Calton & 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
Q1 		– Sell
-22
Closed -$1K – 783
2017
Q4 		$1K Buy
+22
New +$1.21K ﹤0.01% 1438

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Calton & Associates's IGIB Position: Q1 2018 in Review

Calton & Associates sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2018, closing a stake of 22 shares — an estimated $1K sold.

Calton & Associates first reported a position in IGIB in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 386 funds tracked by Wall St. Rank hold IGIB as of Q1 2018.

  • Calton & Associates reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 22 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $1K.
  • Calton & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1K in Q4 2017.
  • 386 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.