Fort Point Capital Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Fort Point Capital Partners’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
2019 Q1	–	Sell	-4,474	Closed	-$235K	–	128
2018 Q4	$235K	Sell	4,474 -680	-13%	-$35.6K	0.09%	124
2018 Q3	$274K	Hold	5,154	–	–	0.08%	126
2018 Q2	$274K	Sell	5,154 -2,050	-28%	-$109K	0.09%	101
2018 Q1	$386K	Hold	7,204	–	–	0.14%	95
2017 Q4	$393K	Sell	7,204 -1,106	-13%	-$60.6K	0.18%	83
2017 Q3	$458K	Hold	8,310	–	–	0.22%	77
2017 Q2	$456K	Buy	8,310 +1,664	+25%	+$91.2K	0.25%	56
2017 Q1	$362K	Hold	6,646	–	–	0.19%	69
2016 Q4	$361K	Buy	6,646 +1,920	+41%	+$105K	0.2%	69
2016 Q3	$263K	Hold	4,726	–	–	0.12%	106
2016 Q2	$263K	Buy	4,726 +442	+10%	+$24.3K	0.13%	95
2016 Q1	$235K	Buy	+4,284	New	+$231K	0.12%	92

Other funds holding IGIB

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

UCFA

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

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

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

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

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

Fort Point Capital Partners's IGIB Position: Q1 2019 in Review

Fort Point Capital Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2019, closing a stake of 4,474 shares — an estimated $235K sold.

Fort Point Capital Partners first reported a position in IGIB in Q1 2016 and held it in 12 quarters. The position peaked at $458K in Q3 2017. 395 funds tracked by Wall St. Rank hold IGIB as of Q1 2019.

Fort Point Capital Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Fort Point Capital Partners sold 4,474 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $235K.
Fort Point Capital Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 12 quarters.
Fort Point Capital Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $458K in Q3 2017.
395 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Fort Point Capital Partners's 13F filing for Q1 2019, filed 13 May 2019.