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E.S. Barr & Co’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

E.S. Barr & Co’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
2013
Q4 		– Sell
-4,600
Closed -$242K – 100
2013
Q3 		$242K Buy
+4,600
New +$241K 0.03% 78

Other funds holding IGSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

E.S. Barr & Co's IGSB Position: Q4 2013 in Review

E.S. Barr & Co sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2013, closing a stake of 4,600 shares — an estimated $242K sold.

E.S. Barr & Co first reported a position in IGSB in Q3 2013 and held it in 1 quarter. The position peaked at $242K in Q3 2013. 388 funds tracked by Wall St. Rank hold IGSB as of Q4 2013.

  • E.S. Barr & Co reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2013 after selling out during the quarter.
  • E.S. Barr & Co sold 4,600 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2013, an estimated $242K.
  • E.S. Barr & Co first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2013 and held it in 1 quarter.
  • E.S. Barr & Co's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $242K in Q3 2013.
  • 388 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2013.

Based on E.S. Barr & Co's 13F filing for Q4 2013, filed 14 Feb 2014.