Edelman Financial Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Edelman Financial Services’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
2015 Q3	–	Sell	-240	Closed	-$13K	–	21
2015 Q2	$13K	Sell	240 -72	-23%	-$3.8K	﹤0.01%	21
2015 Q1	$16K	Sell	312 -176	-36%	-$9.27K	﹤0.01%	21
2014 Q4	$26K	Buy	488 +2	+0.4%	+$105	﹤0.01%	21
2014 Q3	$26K	Buy	486 +2	+0.4%	+$105	﹤0.01%	21
2014 Q2	$26K	Sell	484 -974	-67%	-$51.4K	﹤0.01%	21
2014 Q1	$77K	Sell	1,458 -1,176	-45%	-$62K	﹤0.01%	21
2013 Q4	$139K	Sell	2,634 -1,166,556	-100%	-$61.5M	﹤0.01%	20
2013 Q3	$61.5M	Buy	1,169,190 +68,706	+6%	+$3.61M	1.25%	8
2013 Q2	$57.8M	Buy	+1,100,484	New	+$58M	1.28%	8

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

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

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

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

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

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

Edelman Financial Services's IGSB Position: Q3 2015 in Review

Edelman Financial Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2015, closing a stake of 240 shares — an estimated $13K sold.

Edelman Financial Services first reported a position in IGSB in Q2 2013 and held it in 9 quarters. The position peaked at $61.5M in Q3 2013. 430 funds tracked by Wall St. Rank hold IGSB as of Q3 2015.

Edelman Financial Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
Edelman Financial Services sold 240 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2015, an estimated $13K.
Edelman Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 9 quarters.
Edelman Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $61.5M in Q3 2013.
430 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2015.

Based on Edelman Financial Services's 13F filing for Q3 2015, filed 10 Nov 2015.