Gary Goldberg Planning Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Gary Goldberg Planning Services’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	$255K	Hold	4,850	–	–	0.11%	95
2014 Q3	$255K	Hold	4,850	–	–	0.11%	97
2014 Q2	$256K	Buy	4,850 +2,850	+143%	+$150K	0.11%	98
2014 Q1	$105K	Hold	2,000	–	–	0.05%	146
2013 Q4	$105K	Hold	2,000	–	–	0.06%	129
2013 Q3	$105K	Hold	2,000	–	–	0.06%	128
2013 Q2	$105K	Buy	+2,000	New	+$105K	0.07%	114

Other funds holding IGSB

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

Gary Goldberg Planning Services's IGSB Position: Q4 2014 in Review

Gary Goldberg Planning Services held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q4 2014 at 4,850 shares worth $255K. The position accounts for 0.11% of the portfolio, ranked #95.

Gary Goldberg Planning Services first reported a position in IGSB in Q2 2013 and has held it in 7 quarters since. The position peaked at $256K in Q2 2014. 420 funds tracked by Wall St. Rank hold IGSB as of Q4 2014.

Gary Goldberg Planning Services held 4,850 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $255K as of Q4 2014.
Gary Goldberg Planning Services left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q4 2014.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.11% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #95 holding.
Gary Goldberg Planning Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $256K in Q2 2014.
420 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.