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Camarda Financial Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Camarda Financial Advisors’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
2015
Q3 		– Sell
-110
Closed -$6K – 188
2015
Q2 		$6K Buy
+110
New +$5.8K ﹤0.01% 190
2013
Q3 		– Sell
-18
Closed -$1K – 151
2013
Q2 		$1K Buy
+18
New +$948 ﹤0.01% 265

Other funds holding IGSB

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Camarda Financial Advisors's IGSB Position: Q3 2015 in Review

Camarda Financial Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2015, closing a stake of 110 shares — an estimated $6K sold.

Camarda Financial Advisors first reported a position in IGSB in Q2 2013 and held it in 2 quarters. The position peaked at $6K in Q2 2015. 430 funds tracked by Wall St. Rank hold IGSB as of Q3 2015.

  • Camarda Financial Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Camarda Financial Advisors sold 110 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2015, an estimated $6K.
  • Camarda Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 2 quarters.
  • Camarda Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6K in Q2 2015.
  • 430 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2015.

Based on Camarda Financial Advisors's 13F filing for Q3 2015, filed 21 Oct 2015.