Global Atlantic Investment Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Global Atlantic Investment Advisors’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
2016 Q3	$35.2M	Buy	631,534 +20,948	+3%	+$1.17M	5.19%	5
2016 Q2	$34M	Buy	610,586 +4,248	+0.7%	+$234K	5.08%	5
2016 Q1	$33.3M	Buy	606,338 +13,916	+2%	+$752K	4.9%	5
2015 Q4	$31.8M	Buy	592,422 +58,540	+11%	+$3.17M	4.93%	5
2015 Q3	$29M	Buy	533,882 +32,298	+6%	+$1.75M	4.9%	5
2015 Q2	$27.3M	Buy	501,584 +74,338	+17%	+$4.08M	4.89%	5
2015 Q1	$23.6M	Buy	427,246 +104,484	+32%	+$5.76M	4.85%	8
2014 Q4	$17.6M	Buy	+322,762	New	+$17.7M	4.86%	6

Other funds holding IGIB

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Global Atlantic Investment Advisors's IGIB Position: Q3 2016 in Review

Global Atlantic Investment Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.4% in Q3 2016, buying an estimated $1.17M and bringing the position to 631,534 shares worth $35.2M. The position accounts for 5.19% of the portfolio, ranked #5.

Global Atlantic Investment Advisors first reported a position in IGIB in Q4 2014 and has held it in 8 quarters since. 312 funds tracked by Wall St. Rank hold IGIB as of Q3 2016.

Global Atlantic Investment Advisors held 631,534 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $35.2M as of Q3 2016.
Global Atlantic Investment Advisors bought 20,948 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2016, an estimated $1.17M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 5.19% of Global Atlantic Investment Advisors's portfolio in Q3 2016, its #5 holding.
Global Atlantic Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 8 quarters since.
312 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2016.

Based on Global Atlantic Investment Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.