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

DeGreen Capital 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
2018 Q1	–	Sell	-275,506	Closed	-$14.4M	–	19
2017 Q4	$14.4M	Sell	275,506 -52,616	-16%	-$2.76M	6.77%	6
2017 Q3	$17.3M	Sell	328,122 -21,382	-6%	-$1.13M	8.37%	5
2017 Q2	$18.4K	Buy	349,504 +66,008	+23%	+$3.47M	1.61%	5
2017 Q1	$14.9M	Buy	283,496 +34,900	+14%	+$1.83M	8.67%	4
2016 Q4	$13M	Buy	248,596 +14,594	+6%	+$768K	8.14%	4
2016 Q3	$1.24M	Buy	234,002 +46,326	+25%	+$2.45M	0.91%	14
2016 Q2	$9.96M	Buy	187,676 +114,302	+156%	+$6.03M	7.9%	6
2016 Q1	$3.87M	Buy	+73,374	New	+$3.85M	3.35%	12

Other funds holding IGSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Swiss Re Zurich, Switzerland $16.4M AUM

DeGreen Capital Management's IGSB Position: Q1 2018 in Review

DeGreen Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2018, closing a stake of 275,506 shares — an estimated $14.4M sold.

DeGreen Capital Management first reported a position in IGSB in Q1 2016 and held it in 8 quarters. The position peaked at $17.3M in Q3 2017. 565 funds tracked by Wall St. Rank hold IGSB as of Q1 2018.

DeGreen Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
DeGreen Capital Management sold 275,506 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $14.4M.
DeGreen Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 8 quarters.
DeGreen Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $17.3M in Q3 2017.
565 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on DeGreen Capital Management's 13F filing for Q1 2018, filed 13 Apr 2018.