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Founders Bank & Trust’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$9.15M Buy
174,070
+1,420
+0.8% +$74.8K 4.81% 8
2014
Q3 		$9.09M Buy
172,650
+216
+0.1% +$11.4K 5.11% 8
2014
Q2 		$9.11M Buy
172,434
+2,104
+1% +$111K 5.05% 8
2014
Q1 		$8.98M Sell
170,330
-139,084
-45% -$7.34M 5.23% 8
2013
Q4 		$16.3M Sell
309,414
-230,108
-43% -$12.1M 9.42% 2
2013
Q3 		$28.4M Buy
539,522
+39,636
+8% +$2.08M 14.51% 1
2013
Q2 		$26.3M Buy
+499,886
New +$26.3M 14.04% 1

Other funds holding IGSB

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return