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Essex Financial Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Essex Financial Services’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
2015
Q1 		– Sell
-10,000
Closed -$547K – 329
2014
Q4 		$547K Buy
+10,000
New +$548K 0.14% 163

Other funds holding IGIB

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Franklin Resources
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essex Financial Services's IGIB Position: Q1 2015 in Review

Essex Financial Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2015, closing a stake of 10,000 shares — an estimated $547K sold.

Essex Financial Services first reported a position in IGIB in Q4 2014 and held it in 1 quarter. The position peaked at $547K in Q4 2014. 253 funds tracked by Wall St. Rank hold IGIB as of Q1 2015.

  • Essex Financial Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Essex Financial Services sold 10,000 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2015, an estimated $547K.
  • Essex Financial Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2014 and held it in 1 quarter.
  • Essex Financial Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $547K in Q4 2014.
  • 253 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2015.

Based on Essex Financial Services's 13F filing for Q1 2015, filed 7 May 2015.