GM Advisory Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

GM Advisory Group’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 Q2	–	Sell	-4,060	Closed	-$214K	–	118
2017 Q1	$214K	Sell	4,060 -1,720	-30%	-$90.3K	0.07%	94
2016 Q4	$303K	Buy	+5,780	New	+$304K	0.11%	87
2015 Q1	–	Sell	-12,324	Closed	-$648K	–	56
2014 Q4	$648K	Sell	12,324 -2,150	-15%	-$113K	0.35%	29
2014 Q3	$762K	Sell	14,474 -5,152	-26%	-$272K	0.57%	23
2014 Q2	$1.04M	Sell	19,626 -14,700	-43%	-$776K	0.9%	18
2014 Q1	$1.81M	Sell	34,326 -28,302	-45%	-$1.49M	1.4%	16
2013 Q4	$3.3M	Buy	+62,628	New	+$3.3M	3.4%	8

Other funds holding IGSB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

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

Swiss Re Zurich, Switzerland $16.4M AUM

GM Advisory Group's IGSB Position: Q2 2017 in Review

GM Advisory Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2017, closing a stake of 4,060 shares — an estimated $214K sold.

GM Advisory Group first reported a position in IGSB in Q4 2013 and held it in 7 quarters. The position peaked at $3.3M in Q4 2013. 524 funds tracked by Wall St. Rank hold IGSB as of Q2 2017.

GM Advisory Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
GM Advisory Group sold 4,060 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $214K.
GM Advisory Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2013 and held it in 7 quarters.
GM Advisory Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.3M in Q4 2013.
524 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2017.

Based on GM Advisory Group's 13F filing for Q2 2017, filed 11 Aug 2017.