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Calton & Associates’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Calton & Associates’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,283
Closed -$142K – 784
2017
Q4 		$142K Buy
+2,283
New +$142K 0.04% 413

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Calton & Associates sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2018, closing a stake of 2,283 shares — an estimated $142K sold.

Calton & Associates first reported a position in IGLB in Q4 2017 and held it in 1 quarter. The position peaked at $142K in Q4 2017. 79 funds tracked by Wall St. Rank hold IGLB as of Q1 2018.

  • Calton & Associates reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,283 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $142K.
  • Calton & Associates first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $142K in Q4 2017.
  • 79 funds tracked by Wall St. Rank held iShares 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.