D'Orazio & Associates’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

D'Orazio & Associates’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
2017 Q4	–	Sell	-417	Closed	-$26K	–	336
2017 Q3	$26K	Hold	417	–	–	0.01%	147
2017 Q2	$26K	Buy	417 +6	+1%	+$363	0.01%	173
2017 Q1	$24K	Hold	411	–	–	0.01%	171
2016 Q4	$24K	Sell	411 -126	-23%	-$7.53K	0.01%	160
2016 Q3	$33K	Hold	537	–	–	0.01%	131
2016 Q2	$34K	Hold	537	–	–	0.01%	139
2016 Q1	$31K	Buy	+537	New	+$30.4K	0.01%	147

Other funds holding IGLB

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

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return

D'Orazio & Associates's IGLB Position: Q4 2017 in Review

D'Orazio & Associates sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2017, closing a stake of 417 shares — an estimated $26K sold.

D'Orazio & Associates first reported a position in IGLB in Q1 2016 and held it in 7 quarters. The position peaked at $34K in Q2 2016. 80 funds tracked by Wall St. Rank hold IGLB as of Q4 2017.

D'Orazio & Associates reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
D'Orazio & Associates sold 417 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $26K.
D'Orazio & Associates first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 7 quarters.
D'Orazio & Associates's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $34K in Q2 2016.
80 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2017.

Based on D'Orazio & Associates's 13F filing for Q4 2017, filed 6 Feb 2018.