Independent Portfolio Consultants’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Independent Portfolio Consultants’s Portfolio IGLB Stock Details IGLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$379K	Sell	6,142 -3,063	-33%	-$186K	0.16%	205
2017 Q1	$545K	Sell	9,205 -1,490	-14%	-$87.9K	0.19%	194
2016 Q4	$628K	Sell	10,695 -105	-1%	-$6.28K	0.21%	180
2016 Q3	$683K	Sell	10,800 -210	-2%	-$13.3K	0.21%	170
2016 Q2	$690K	Sell	11,010 -700	-6%	-$42.3K	0.22%	150
2016 Q1	$694K	Buy	11,710 +410	+4%	+$23.2K	0.19%	153
2015 Q4	$629K	Sell	11,300 -485	-4%	-$27.6K	0.19%	162
2015 Q3	$672K	Buy	11,785 +1,030	+10%	+$59K	0.15%	204
2015 Q2	$615K	Buy	10,755 +2,415	+29%	+$144K	0.12%	222
2015 Q1	$522K	Buy	8,340 +5,335	+178%	+$334K	0.11%	235
2014 Q4	$185K	Buy	+3,005	New	+$183K	0.04%	389

Other funds holding IGLB

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

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

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return

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

Independent Portfolio Consultants reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 33% in Q2 2017, selling an estimated $186K and leaving 6,142 shares worth $379K. The position accounts for 0.16% of the portfolio, ranked #205.

Independent Portfolio Consultants first reported a position in IGLB in Q4 2014 and has held it in 11 quarters since. The position peaked at $694K in Q1 2016. 85 funds tracked by Wall St. Rank hold IGLB as of Q2 2017.

Independent Portfolio Consultants held 6,142 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $379K as of Q2 2017.
Independent Portfolio Consultants sold 3,063 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $186K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.16% of Independent Portfolio Consultants's portfolio in Q2 2017, its #205 holding.
Independent Portfolio Consultants first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 11 quarters since.
Independent Portfolio Consultants's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $694K in Q1 2016.
85 funds tracked by Wall St. Rank held iShares 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.