D'Orazio & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

D'Orazio & Associates’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
2017 Q3	–	Sell	-292	Closed	-$16K	–	298
2017 Q2	$16K	Hold	292	–	–	0.01%	201
2017 Q1	$16K	Hold	292	–	–	0.01%	187
2016 Q4	$16K	Buy	292 +146	+100%	+$7.98K	0.01%	177
2016 Q3	$8K	Hold	146	–	–	﹤0.01%	209
2016 Q2	$8K	Sell	146 -166	-53%	-$9.14K	﹤0.01%	223
2016 Q1	$17K	Buy	+312	New	+$16.9K	0.01%	192

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

D'Orazio & Associates's IGIB Position: Q3 2017 in Review

D'Orazio & Associates sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2017, closing a stake of 292 shares — an estimated $16K sold.

D'Orazio & Associates first reported a position in IGIB in Q1 2016 and held it in 6 quarters. The position peaked at $17K in Q1 2016. 337 funds tracked by Wall St. Rank hold IGIB as of Q3 2017.

D'Orazio & Associates reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
D'Orazio & Associates sold 292 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2017, an estimated $16K.
D'Orazio & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 6 quarters.
D'Orazio & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $17K in Q1 2016.
337 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2017.

Based on D'Orazio & Associates's 13F filing for Q3 2017, filed 14 Nov 2017.