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

FinTrust Investment Advisory 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
2018 Q1	$262K	Sell	4,894 -1,658	-25%	-$89.3K	0.24%	83
2017 Q4	$358K	Sell	6,552 -460	-7%	-$25.2K	0.32%	67
2017 Q3	$386K	Buy	+7,012	New	+$386K	0.37%	60
2013 Q3	$484K	Sell	8,976 -1,254	-12%	-$67.4K	1%	25
2013 Q2	$551K	Buy	+10,230	New	+$565K	0.95%	29

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

FinTrust Investment Advisory Services's IGIB Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 25% in Q1 2018, selling an estimated $89.3K and leaving 4,894 shares worth $262K. The position accounts for 0.24% of the portfolio, ranked #83.

FinTrust Investment Advisory Services first reported a position in IGIB in Q2 2013 and has held it in 5 quarters since. The position peaked at $551K in Q2 2013. 386 funds tracked by Wall St. Rank hold IGIB as of Q1 2018.

FinTrust Investment Advisory Services held 4,894 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $262K as of Q1 2018.
FinTrust Investment Advisory Services sold 1,658 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $89.3K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.24% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #83 holding.
FinTrust Investment Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $551K in Q2 2013.
386 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.