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Halbert Hargrove Global Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Halbert Hargrove Global Advisors’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
2015
Q4 		– Sell
-12,700
Closed -$668K – 102
2015
Q3 		$668K Buy
+12,700
New +$667K 0.33% 21

Other funds holding IGSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM

Halbert Hargrove Global Advisors's IGSB Position: Q4 2015 in Review

Halbert Hargrove Global Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2015, closing a stake of 12,700 shares — an estimated $668K sold.

Halbert Hargrove Global Advisors first reported a position in IGSB in Q3 2015 and held it in 1 quarter. The position peaked at $668K in Q3 2015. 448 funds tracked by Wall St. Rank hold IGSB as of Q4 2015.

  • Halbert Hargrove Global Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 12,700 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2015, an estimated $668K.
  • Halbert Hargrove Global Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2015 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $668K in Q3 2015.
  • 448 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2015.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2015, filed 3 Feb 2016.