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Heritage Trust’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Heritage Trust’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
Q4 		– Sell
-100
Closed -$6K – 413
2017
Q3 		$6K Buy
+100
New +$5.51K ﹤0.01% 309

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 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

Heritage Trust's IGIB Position: Q4 2017 in Review

Heritage Trust sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2017, closing a stake of 100 shares — an estimated $6K sold.

Heritage Trust first reported a position in IGIB in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 395 funds tracked by Wall St. Rank hold IGIB as of Q4 2017.

  • Heritage Trust reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Heritage Trust sold 100 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $6K.
  • Heritage Trust first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 1 quarter.
  • Heritage Trust's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6K in Q3 2017.
  • 395 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Heritage Trust's 13F filing for Q4 2017, filed 12 Feb 2018.