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

Efficient Market 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
2017
Q1 		$71.8M Buy
1,364,680
+202,834
+17% +$10.7M 9.88% 2
2016
Q4 		$61M Buy
1,161,846
+17,224
+2% +$906K 9.09% 4
2016
Q3 		$60.5M Buy
1,144,622
+130,244
+13% +$6.89M 9.31% 4
2016
Q2 		$53.8M Buy
1,014,378
+482,502
+91% +$25.5M 8.82% 4
2016
Q1 		$28M Buy
531,876
+96,804
+22% +$5.07M 4.85% 8
2015
Q4 		$22.8M Buy
435,072
+58,458
+16% +$3.07M 4.88% 8
2015
Q3 		$19.8M Sell
376,614
-163,596
-30% -$8.6M 4.71% 8
2015
Q2 		$28.4M Buy
540,210
+89,488
+20% +$4.72M 6.6% 5
2015
Q1 		$23.8M Buy
450,722
+240
+0.1% +$12.6K 5.47% 5
2014
Q4 		$23.7M Buy
450,482
+3,178
+0.7% +$167K 5.8% 5
2014
Q3 		$23.5M Buy
447,304
+10,428
+2% +$550K 6.23% 4
2014
Q2 		$23.1M Buy
436,876
+21,534
+5% +$1.14M 5.86% 5
2014
Q1 		$21.9M Sell
415,342
-92,246
-18% -$4.86M 5.83% 5
2013
Q4 		$26.8M Buy
507,588
+24,044
+5% +$1.27M 7.91% 5
2013
Q3 		$25.5M Sell
483,544
-37,268
-7% -$1.96M 8.24% 4
2013
Q2 		$27.4M Buy
+520,812
New +$27.4M 9.94% 3

Other funds holding IGSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Efficient Market Advisors's IGSB Position: Q1 2017 in Review

Efficient Market Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 17% in Q1 2017, buying an estimated $10.7M and bringing the position to 1,364,680 shares worth $71.8M. The position accounts for 9.88% of the portfolio, ranked #2.

Efficient Market Advisors first reported a position in IGSB in Q2 2013 and has held it in 16 quarters since. 523 funds tracked by Wall St. Rank hold IGSB as of Q1 2017.

  • Efficient Market Advisors held 1,364,680 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $71.8M as of Q1 2017.
  • Efficient Market Advisors bought 202,834 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $10.7M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 9.88% of Efficient Market Advisors's portfolio in Q1 2017, its #2 holding.
  • Efficient Market Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 16 quarters since.
  • 523 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.