Founders Bank & Trust’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Founders Bank & Trust’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
2014 Q4	$2.03M	Sell	37,114 -3,700	-9%	-$203K	1.07%	17
2014 Q3	$2.23M	Sell	40,814 -180	-0.4%	-$9.88K	1.25%	17
2014 Q2	$2.26M	Buy	40,994 +182	+0.4%	+$9.98K	1.25%	17
2014 Q1	$2.23M	Sell	40,812 -144,376	-78%	-$7.85M	1.3%	15
2013 Q4	$10.1M	Sell	185,188 -286,430	-61%	-$15.5M	5.82%	4
2013 Q3	$25.5M	Buy	471,618 +12,420	+3%	+$668K	13%	2
2013 Q2	$24.7M	Buy	+459,198	New	+$25.3M	13.22%	2

Other funds holding IGIB

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Founders Bank & Trust's IGIB Position: Q4 2014 in Review

Founders Bank & Trust reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 9.1% in Q4 2014, selling an estimated $203K and leaving 37,114 shares worth $2.03M. The position accounts for 1.07% of the portfolio, ranked #17.

Founders Bank & Trust first reported a position in IGIB in Q2 2013 and has held it in 7 quarters since. The position peaked at $25.5M in Q3 2013. 257 funds tracked by Wall St. Rank hold IGIB as of Q4 2014.

Founders Bank & Trust held 37,114 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.03M as of Q4 2014.
Founders Bank & Trust sold 3,700 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2014, an estimated $203K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.07% of Founders Bank & Trust's portfolio in Q4 2014, its #17 holding.
Founders Bank & Trust first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 7 quarters since.
Founders Bank & Trust's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $25.5M in Q3 2013.
257 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.