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Concert Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Concert Wealth Management’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
Q4 		– Sell
-1,128
Closed -$73K – 694
2016
Q3 		$73K Buy
+1,128
New +$71.5K 0.01% 777

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 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
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Concert Wealth Management's IGLB Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2016, closing a stake of 1,128 shares — an estimated $73K sold.

Concert Wealth Management first reported a position in IGLB in Q3 2016 and held it in 1 quarter. The position peaked at $73K in Q3 2016. 91 funds tracked by Wall St. Rank hold IGLB as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,128 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $73K.
  • Concert Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $73K in Q3 2016.
  • 91 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.