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

Cetera Investment Management’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
2016
Q4 		– Sell
-8,254
Closed -$436K – 110
2016
Q3 		$436K Sell
8,254
-274
-3% -$14.5K 0.28% 89
2016
Q2 		$452K Sell
8,528
-716
-8% -$37.8K 0.27% 93
2016
Q1 		$488K Buy
9,244
+158
+2% +$8.28K 0.25% 96
2015
Q4 		$473K Buy
+9,086
New +$477K 0.19% 117

Other funds holding IGSB

BlackRock
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Management's IGSB Position: Q4 2016 in Review

Cetera Investment Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2016, closing a stake of 8,254 shares — an estimated $436K sold.

Cetera Investment Management first reported a position in IGSB in Q4 2015 and held it in 4 quarters. The position peaked at $488K in Q1 2016. 518 funds tracked by Wall St. Rank hold IGSB as of Q4 2016.

  • Cetera Investment Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Cetera Investment Management sold 8,254 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $436K.
  • Cetera Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 4 quarters.
  • Cetera Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $488K in Q1 2016.
  • 518 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2016.

Based on Cetera Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.