Clean Yield Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Clean Yield Group’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 Q3	–	Sell	-70	Closed	-$4K	–	326
2016 Q2	$4K	Hold	70	–	–	﹤0.01%	279
2016 Q1	$4K	Buy	+70	New	+$3.67K	﹤0.01%	272
2015 Q2	–	Sell	-70	Closed	-$4K	–	196
2015 Q1	$4K	Buy	+70	New	+$3.69K	﹤0.01%	327

Other funds holding IGSB

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

BlackRock New York $6.73T AUM 46.02% 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

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

Swiss Re Zurich, Switzerland $1.1B AUM

Clean Yield Group's IGSB Position: Q3 2016 in Review

Clean Yield Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2016, closing a stake of 70 shares — an estimated $4K sold.

Clean Yield Group first reported a position in IGSB in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q2 2016. 479 funds tracked by Wall St. Rank hold IGSB as of Q3 2016.

Clean Yield Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
Clean Yield Group sold 70 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2016, an estimated $4K.
Clean Yield Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2015 and held it in 3 quarters.
Clean Yield Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4K in Q2 2016.
479 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2016.

Based on Clean Yield Group's 13F filing for Q3 2016, filed 28 Oct 2016.