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Freedom Investment Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Freedom Investment Management’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-17,642
Closed -$1.1M – 916
2016
Q2 		$1.1M Buy
17,642
+3,676
+26% +$222K 0.08% 196
2016
Q1 		$828K Buy
+13,966
New +$790K 0.06% 254

Other funds holding IGLB

AssetMark Inc
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KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

Freedom Investment Management's IGLB Position: Q3 2016 in Review

Freedom Investment Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2016, closing a stake of 17,642 shares — an estimated $1.1M sold.

Freedom Investment Management first reported a position in IGLB in Q1 2016 and held it in 2 quarters. The position peaked at $1.1M in Q2 2016. 97 funds tracked by Wall St. Rank hold IGLB as of Q3 2016.

  • Freedom Investment Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Freedom Investment Management sold 17,642 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2016, an estimated $1.1M.
  • Freedom Investment Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 2 quarters.
  • Freedom Investment Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.1M in Q2 2016.
  • 97 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2016.

Based on Freedom Investment Management's 13F filing for Q3 2016, filed 4 Oct 2016.