East Coast Asset Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

East Coast Asset 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
2014 Q4	–	Sell	-3,886	Closed	-$205K	–	118
2014 Q3	$205K	Sell	3,886 -2,178	-36%	-$115K	0.12%	114
2014 Q2	$320K	Sell	6,064 -1,968	-25%	-$104K	0.18%	97
2014 Q1	$424K	Sell	8,032 -374	-4%	-$19.7K	0.25%	84
2013 Q4	$443K	Sell	8,406 -300	-3%	-$15.8K	0.26%	84
2013 Q3	$458K	Buy	8,706 +564	+7%	+$29.6K	0.3%	87
2013 Q2	$428K	Buy	+8,142	New	+$429K	0.23%	92

Other funds holding IGSB

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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

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

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

East Coast Asset Management's IGSB Position: Q4 2014 in Review

East Coast Asset Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2014, closing a stake of 3,886 shares — an estimated $205K sold.

East Coast Asset Management first reported a position in IGSB in Q2 2013 and held it in 6 quarters. The position peaked at $458K in Q3 2013. 420 funds tracked by Wall St. Rank hold IGSB as of Q4 2014.

East Coast Asset Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
East Coast Asset Management sold 3,886 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2014, an estimated $205K.
East Coast Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 6 quarters.
East Coast Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $458K in Q3 2013.
420 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2014.

Based on East Coast Asset Management's 13F filing for Q4 2014, filed 11 Feb 2015.