Edge Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Edge Advisors’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
2018 Q2	$80K	Buy	1,556 +8	+0.5%	+$415	0.01%	437
2018 Q1	$80K	Buy	1,548 +4	+0.3%	+$208	0.01%	444
2017 Q4	$80K	Sell	1,544 -490	-24%	-$25.7K	0.01%	428
2017 Q3	$107K	Sell	2,034 -552	-21%	-$29.1K	0.01%	375
2017 Q2	$136K	Buy	2,586 +10	+0.4%	+$526	0.02%	350
2017 Q1	$135K	Buy	2,576 +214	+9%	+$11.2K	0.02%	364
2016 Q4	$123K	Buy	+2,362	New	+$124K	0.02%	351

Other funds holding IGSB

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LMGAM

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

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

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

Edge Advisors's IGSB Position: Q2 2018 in Review

Edge Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.52% in Q2 2018, buying an estimated $415 and bringing the position to 1,556 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #437.

Edge Advisors first reported a position in IGSB in Q4 2016 and has held it in 7 quarters since. The position peaked at $136K in Q2 2017. 551 funds tracked by Wall St. Rank hold IGSB as of Q2 2018.

Edge Advisors held 1,556 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $80K as of Q2 2018.
Edge Advisors bought 8 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $415.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #437 holding.
Edge Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $136K in Q2 2017.
551 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.