Eagle Ridge Investment Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Eagle Ridge Investment Management’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
2019 Q1	–	Sell	-7,600	Closed	-$398K	–	165
2018 Q4	$398K	Hold	7,600	–	–	0.07%	111
2018 Q3	$404K	Hold	7,600	–	–	0.06%	122
2018 Q2	$404K	Hold	7,600	–	–	0.06%	116
2018 Q1	$408K	Hold	7,600	–	–	0.06%	118
2017 Q4	$415K	Hold	7,600	–	–	0.06%	123
2017 Q3	$419K	Hold	7,600	–	–	0.07%	118
2017 Q2	$417K	Hold	7,600	–	–	0.08%	89
2017 Q1	$414K	Hold	7,600	–	–	0.08%	93
2016 Q4	$411K	Hold	7,600	–	–	0.09%	94
2016 Q3	$423K	Hold	7,600	–	–	0.09%	91
2016 Q2	$423K	Hold	7,600	–	–	0.1%	93
2016 Q1	$417K	Hold	7,600	–	–	0.1%	94
2015 Q4	$408K	Hold	7,600	–	–	0.1%	95
2015 Q3	$413K	Buy	+7,600	New	+$412K	0.11%	91

Other funds holding IGIB

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

UCFA

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

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

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

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

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

Eagle Ridge Investment Management's IGIB Position: Q1 2019 in Review

Eagle Ridge Investment Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2019, closing a stake of 7,600 shares — an estimated $398K sold.

Eagle Ridge Investment Management first reported a position in IGIB in Q3 2015 and held it in 14 quarters. The position peaked at $423K in Q3 2016. 395 funds tracked by Wall St. Rank hold IGIB as of Q1 2019.

Eagle Ridge Investment Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Eagle Ridge Investment Management sold 7,600 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $398K.
Eagle Ridge Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2015 and held it in 14 quarters.
Eagle Ridge Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $423K in Q3 2016.
395 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2019, filed 7 May 2019.