Exchange Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Exchange Capital Management’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	-64	Closed	-$3K	–	261
2018 Q1	$3K	Sell	64 -350	-85%	-$18.2K	﹤0.01%	231
2017 Q4	$22K	Sell	414 -1,050	-72%	-$55.1K	0.01%	169
2017 Q3	$77K	Sell	1,464 -3,990	-73%	-$210K	0.03%	136
2017 Q2	$287K	Buy	5,454 +32	+0.6%	+$1.68K	0.1%	97
2017 Q1	$285K	Buy	5,422 +24	+0.4%	+$1.26K	0.1%	83
2016 Q4	$283K	Buy	5,398 +704	+15%	+$37K	0.11%	78
2016 Q3	$248K	Buy	4,694 +214	+5%	+$11.3K	0.1%	88
2016 Q2	$238K	Buy	+4,480	New	+$236K	0.1%	84
2015 Q1	–	Sell	-300	Closed	-$16K	–	197
2014 Q4	$16K	Sell	300 -60	-17%	-$3.16K	0.01%	148
2014 Q3	$19K	Buy	+360	New	+$19K	0.01%	131

Other funds holding IGSB

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Exchange Capital Management's IGSB Position: Q2 2018 in Review

Exchange Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2018, closing a stake of 64 shares — an estimated $3K sold.

Exchange Capital Management first reported a position in IGSB in Q3 2014 and held it in 10 quarters. The position peaked at $287K in Q2 2017. 551 funds tracked by Wall St. Rank hold IGSB as of Q2 2018.

Exchange Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Exchange Capital Management sold 64 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $3K.
Exchange Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2014 and held it in 10 quarters.
Exchange Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $287K 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 Exchange Capital Management's 13F filing for Q2 2018, filed 1 Aug 2018.