HA
IGIB icon

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

Harfst & 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
2017
Q3 		– Sell
-510
Closed -$27K – 139
2017
Q2 		$27K Buy
+510
New +$28K 0.01% 161

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Harfst & Associates's IGIB Position: Q3 2017 in Review

Harfst & Associates sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2017, closing a stake of 510 shares — an estimated $27K sold.

Harfst & Associates first reported a position in IGIB in Q2 2017 and held it in 1 quarter. The position peaked at $27K in Q2 2017. 337 funds tracked by Wall St. Rank hold IGIB as of Q3 2017.

  • Harfst & Associates reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 510 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2017, an estimated $27K.
  • Harfst & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 1 quarter.
  • Harfst & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $27K in Q2 2017.
  • 337 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.