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

IberiaBank’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
2018 Q1	–	Sell	-4,902	Closed	-$267K	–	226
2017 Q4	$267K	Buy	4,902 +612	+14%	+$33.5K	0.04%	202
2017 Q3	$236K	Sell	4,290 -1,332	-24%	-$73.3K	0.04%	205
2017 Q2	$309K	Sell	5,622 -2,326	-29%	-$128K	0.09%	138
2017 Q1	$433K	Buy	+7,948	New	+$431K	0.14%	129
2015 Q2	–	Sell	-8,930	Closed	-$494K	–	197
2015 Q1	$494K	Buy	8,930 +50	+0.6%	+$2.76K	0.22%	84
2014 Q4	$485K	Hold	8,880	–	–	0.27%	85
2014 Q3	$485K	Hold	8,880	–	–	0.27%	83
2014 Q2	$489K	Hold	8,880	–	–	0.27%	82
2014 Q1	$484K	Hold	8,880	–	–	0.3%	84
2013 Q4	$479K	Hold	8,880	–	–	0.31%	80
2013 Q3	$479K	Sell	8,880 -7,126	-45%	-$383K	0.31%	82
2013 Q2	$862K	Buy	+16,006	New	+$883K	0.65%	53

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

IberiaBank's IGIB Position: Q1 2018 in Review

IberiaBank sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2018, closing a stake of 4,902 shares — an estimated $267K sold.

IberiaBank first reported a position in IGIB in Q2 2013 and held it in 12 quarters. The position peaked at $862K in Q2 2013. 386 funds tracked by Wall St. Rank hold IGIB as of Q1 2018.

IberiaBank reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
IberiaBank sold 4,902 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $267K.
IberiaBank first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 12 quarters.
IberiaBank's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $862K in Q2 2013.
386 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on IberiaBank's 13F filing for Q1 2018, filed 12 Apr 2018.