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

FinTrust Investment Advisory Services’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 Q1	–	Sell	-4,032	Closed	-$211K	–	120
2017 Q4	$211K	Sell	4,032 -160	-4%	-$8.39K	0.19%	109
2017 Q3	$221K	Buy	+4,192	New	+$221K	0.21%	100
2013 Q3	$775K	Sell	14,732 -6,832	-32%	-$359K	1.59%	11
2013 Q2	$1.13M	Buy	+21,564	New	+$1.14M	1.94%	9

Other funds holding IGSB

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Swiss Re Zurich, Switzerland $16.4M AUM

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

FinTrust Investment Advisory Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2018, closing a stake of 4,032 shares — an estimated $211K sold.

FinTrust Investment Advisory Services first reported a position in IGSB in Q2 2013 and held it in 4 quarters. The position peaked at $1.13M in Q2 2013. 566 funds tracked by Wall St. Rank hold IGSB as of Q1 2018.

FinTrust Investment Advisory Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
FinTrust Investment Advisory Services sold 4,032 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $211K.
FinTrust Investment Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 4 quarters.
FinTrust Investment Advisory Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.13M in Q2 2013.
566 funds tracked by Wall St. Rank held iShares 1-5 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.