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

Independent Portfolio Consultants’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 Q2	$727K	Sell	13,250 -2,330	-15%	-$128K	0.3%	106
2017 Q1	$849K	Sell	15,580 -2,500	-14%	-$136K	0.29%	110
2016 Q4	$978K	Sell	18,080 -9,230	-34%	-$505K	0.32%	95
2016 Q3	$1.52M	Buy	27,310 +13,780	+102%	+$767K	0.48%	45
2016 Q2	$753K	Sell	13,530 -850	-6%	-$46.8K	0.24%	131
2016 Q1	$789K	Buy	14,380 +190	+1%	+$10.3K	0.22%	139
2015 Q4	$761K	Buy	14,190 +4,680	+49%	+$253K	0.23%	136
2015 Q3	$516K	Buy	9,510 +530	+6%	+$28.8K	0.11%	246
2015 Q2	$489K	Buy	+8,980	New	+$493K	0.1%	255

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

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

UCFA

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MMI

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

Independent Portfolio Consultants's IGIB Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 15% in Q2 2017, selling an estimated $128K and leaving 13,250 shares worth $727K. The position accounts for 0.3% of the portfolio, ranked #106.

Independent Portfolio Consultants first reported a position in IGIB in Q2 2015 and has held it in 9 quarters since. The position peaked at $1.52M in Q3 2016. 341 funds tracked by Wall St. Rank hold IGIB as of Q2 2017.

Independent Portfolio Consultants held 13,250 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $727K as of Q2 2017.
Independent Portfolio Consultants sold 2,330 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $128K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.3% of Independent Portfolio Consultants's portfolio in Q2 2017, its #106 holding.
Independent Portfolio Consultants first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2015 and has held it in 9 quarters since.
Independent Portfolio Consultants's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.52M in Q3 2016.
341 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.