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Fusion Family Wealth’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Fusion Family Wealth’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
2017
Q1 		– Sell
-622
Closed -$28K – 365
2016
Q4 		$28K Buy
+622
New +$32.7K 0.02% 158

Other funds holding IGSB

BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fusion Family Wealth's IGSB Position: Q1 2017 in Review

Fusion Family Wealth sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2017, closing a stake of 622 shares — an estimated $28K sold.

Fusion Family Wealth first reported a position in IGSB in Q4 2016 and held it in 1 quarter. The position peaked at $28K in Q4 2016. 521 funds tracked by Wall St. Rank hold IGSB as of Q1 2017.

  • Fusion Family Wealth reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 622 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $28K.
  • Fusion Family Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 1 quarter.
  • Fusion Family Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $28K in Q4 2016.
  • 521 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.