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Capital Advisors Ltd’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Capital Advisors Ltd’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
2016
Q1 		– Sell
-300
Closed -$17K – 342
2015
Q4 		$17K Buy
+300
New +$17K 0.01% 233

Other funds holding IGLB

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

Capital Advisors Ltd's IGLB Position: Q1 2016 in Review

Capital Advisors Ltd sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2016, closing a stake of 300 shares — an estimated $17K sold.

Capital Advisors Ltd first reported a position in IGLB in Q4 2015 and held it in 1 quarter. The position peaked at $17K in Q4 2015. 83 funds tracked by Wall St. Rank hold IGLB as of Q1 2016.

  • Capital Advisors Ltd reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Capital Advisors Ltd sold 300 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2016, an estimated $17K.
  • Capital Advisors Ltd first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 1 quarter.
  • Capital Advisors Ltd's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $17K in Q4 2015.
  • 83 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2016.

Based on Capital Advisors Ltd's 13F filing for Q1 2016, filed 15 Apr 2016.