Fiduciary Services Corp’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Fiduciary Services Corp’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
2015 Q1	$1.09M	Sell	20,660 -5,456	-21%	-$287K	0.36%	89
2014 Q4	$1.37M	Buy	26,116 +1,450	+6%	+$76.3K	0.47%	73
2014 Q3	$1.3M	Sell	24,666 -2,930	-11%	-$154K	0.48%	69
2014 Q2	$1.46M	Sell	27,596 -324	-1%	-$17.1K	0.55%	62
2014 Q1	$1.47M	Sell	27,920 -1,880	-6%	-$99.1K	0.59%	58
2013 Q4	$1.57M	Buy	29,800 +6,380	+27%	+$336K	0.63%	54
2013 Q3	$1.23M	Sell	23,420 -450	-2%	-$23.6K	0.55%	59
2013 Q2	$1.25M	Buy	+23,870	New	+$1.26M	0.56%	55

Other funds holding IGSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Fiduciary Services Corp's IGSB Position: Q1 2015 in Review

Fiduciary Services Corp reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 21% in Q1 2015, selling an estimated $287K and leaving 20,660 shares worth $1.09M. The position accounts for 0.36% of the portfolio, ranked #89.

Fiduciary Services Corp first reported a position in IGSB in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.57M in Q4 2013. 417 funds tracked by Wall St. Rank hold IGSB as of Q1 2015.

Fiduciary Services Corp held 20,660 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.09M as of Q1 2015.
Fiduciary Services Corp sold 5,456 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2015, an estimated $287K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.36% of Fiduciary Services Corp's portfolio in Q1 2015, its #89 holding.
Fiduciary Services Corp first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 8 quarters since.
Fiduciary Services Corp's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.57M in Q4 2013.
417 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.