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Greenwood Capital Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Greenwood Capital Associates’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
Q1 		– Sell
-9,400
Closed -$504K – 170
2015
Q4 		$504K Sell
9,400
-160
-2% -$8.66K 0.16% 89
2015
Q3 		$519K Sell
9,560
-2,060
-18% -$112K 0.18% 83
2015
Q2 		$632K Sell
11,620
-1,422
-11% -$78.1K 0.19% 83
2015
Q1 		$721K Buy
+13,042
New +$719K 0.21% 84

Other funds holding IGIB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Greenwood Capital Associates's IGIB Position: Q1 2016 in Review

Greenwood Capital Associates sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2016, closing a stake of 9,400 shares — an estimated $504K sold.

Greenwood Capital Associates first reported a position in IGIB in Q1 2015 and held it in 4 quarters. The position peaked at $721K in Q1 2015. 295 funds tracked by Wall St. Rank hold IGIB as of Q1 2016.

  • Greenwood Capital Associates reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Greenwood Capital Associates sold 9,400 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2016, an estimated $504K.
  • Greenwood Capital Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2015 and held it in 4 quarters.
  • Greenwood Capital Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $721K in Q1 2015.
  • 295 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2016.

Based on Greenwood Capital Associates's 13F filing for Q1 2016, filed 13 May 2016.