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Cleary Gull Holdings’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Cleary Gull Holdings’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
2016
Q1 		$19K Hold
344
– – 0.01% 63
2015
Q4 		$18K Buy
+344
New +$18.6K 0.01% 58

Other funds holding IGIB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cleary Gull Holdings's IGIB Position: Q1 2016 in Review

Cleary Gull Holdings held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q1 2016 at 344 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #63.

Cleary Gull Holdings first reported a position in IGIB in Q4 2015 and has held it in 2 quarters since. 295 funds tracked by Wall St. Rank hold IGIB as of Q1 2016.

  • Cleary Gull Holdings held 344 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $19K as of Q1 2016.
  • Cleary Gull Holdings left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2016.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Cleary Gull Holdings's portfolio in Q1 2016, its #63 holding.
  • Cleary Gull Holdings first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 2 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2016.

Based on Cleary Gull Holdings's 13F filing for Q1 2016, filed 9 May 2016.