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Epstein & White Financial’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Epstein & White Financial’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 		– Sell
-10,944
Closed -$567K – 110
2018
Q1 		$567K Buy
+10,944
New +$569K 0.36% 44

Other funds holding IGSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Epstein & White Financial's IGSB Position: Q2 2018 in Review

Epstein & White Financial sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2018, closing a stake of 10,944 shares — an estimated $567K sold.

Epstein & White Financial first reported a position in IGSB in Q1 2018 and held it in 1 quarter. The position peaked at $567K in Q1 2018. 551 funds tracked by Wall St. Rank hold IGSB as of Q2 2018.

  • Epstein & White Financial reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Epstein & White Financial sold 10,944 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $567K.
  • Epstein & White Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 1 quarter.
  • Epstein & White Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $567K in Q1 2018.
  • 551 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2018.

Based on Epstein & White Financial's 13F filing for Q2 2018, filed 19 Jul 2018.