Cambridge Trust’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Cambridge Trust’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 Q1	–	Sell	-18,184	Closed	-$954K	–	276
2016 Q4	$954K	Sell	18,184 -7,616	-30%	-$401K	0.07%	132
2016 Q3	$1.36M	Sell	25,800 -2,200	-8%	-$116K	0.1%	109
2016 Q2	$1.49M	Buy	+28,000	New	+$1.48M	0.11%	105
2013 Q3	–	Sell	-4,654	Closed	-$244K	–	187
2013 Q2	$244K	Buy	+4,654	New	+$245K	0.03%	162

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

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

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

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cambridge Trust's IGSB Position: Q1 2017 in Review

Cambridge Trust sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2017, closing a stake of 18,184 shares — an estimated $954K sold.

Cambridge Trust first reported a position in IGSB in Q2 2013 and held it in 4 quarters. The position peaked at $1.49M in Q2 2016. 523 funds tracked by Wall St. Rank hold IGSB as of Q1 2017.

Cambridge Trust reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
Cambridge Trust sold 18,184 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $954K.
Cambridge Trust first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 4 quarters.
Cambridge Trust's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.49M in Q2 2016.
523 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Cambridge Trust's 13F filing for Q1 2017, filed 19 May 2017.