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

FFT Wealth 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
2017
Q2 		– Sell
-17,802
Closed -$937K – 92
2017
Q1 		$937K Sell
17,802
-17,998
-50% -$945K 0.3% 36
2016
Q4 		$1.88M Buy
+35,800
New +$1.88M 0.43% 33

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $1.1B AUM

FFT Wealth Management's IGSB Position: Q2 2017 in Review

FFT Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2017, closing a stake of 17,802 shares — an estimated $937K sold.

FFT Wealth Management first reported a position in IGSB in Q4 2016 and held it in 2 quarters. The position peaked at $1.88M in Q4 2016. 526 funds tracked by Wall St. Rank hold IGSB as of Q2 2017.

  • FFT Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • FFT Wealth Management sold 17,802 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $937K.
  • FFT Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 2 quarters.
  • FFT Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.88M in Q4 2016.
  • 526 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2017.

Based on FFT Wealth Management's 13F filing for Q2 2017, filed 8 Aug 2017.