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Edmond de Rothschild (Suisse)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Edmond de Rothschild (Suisse)’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
2016
Q3 		$100K Hold
1,800
– – 0.03% 259
2016
Q2 		$100K Buy
+1,800
New +$99.1K 0.03% 231

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s IGIB Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q3 2016 at 1,800 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #259.

Edmond de Rothschild (Suisse) first reported a position in IGIB in Q2 2016 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold IGIB as of Q3 2016.

  • Edmond de Rothschild (Suisse) held 1,800 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $100K as of Q3 2016.
  • Edmond de Rothschild (Suisse) left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2016.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #259 holding.
  • Edmond de Rothschild (Suisse) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.