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Clear Perspective Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Clear Perspective Advisors’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-122
Closed -$6K – 272
2018
Q2 		$6K Hold
122
– – ﹤0.01% 410
2018
Q1 		$7K Hold
122
– – 0.01% 381
2017
Q4 		$7K Buy
+122
New +$6.69K 0.01% 367
2017
Q3 		– Sell
-122
Closed -$6.72K – 365
2017
Q2 		$7K Buy
+122
New +$6.69K 0.01% 367

Other funds holding IGIB

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Clear Perspective Advisors's IGIB Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2018, closing a stake of 122 shares — an estimated $6K sold.

Clear Perspective Advisors first reported a position in IGIB in Q2 2017 and held it in 4 quarters. The position peaked at $7K in Q1 2018. 349 funds tracked by Wall St. Rank hold IGIB as of Q3 2018.

  • Clear Perspective Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 122 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $6K.
  • Clear Perspective Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 4 quarters.
  • Clear Perspective Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $7K in Q1 2018.
  • 349 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.