Independent Portfolio Consultants’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$143K	Sell	2,708 -1,444	-35%	-$76K	0.06%	350
2017 Q1	$218K	Sell	4,152 -312	-7%	-$16.4K	0.08%	313
2016 Q4	$234K	Buy	4,464 +4,400	+6,875%	+$231K	0.08%	293
2016 Q3	$3K	Hold	64	–	–	﹤0.01%	702
2016 Q2	$3K	Hold	64	–	–	﹤0.01%	722
2016 Q1	$3K	Sell	64 -450	-88%	-$23.6K	﹤0.01%	744
2015 Q4	$27K	Sell	514 -36,010	-99%	-$1.89M	0.01%	650
2015 Q3	$1.92M	Buy	36,524 +1,920	+6%	+$101K	0.42%	78
2015 Q2	$1.82M	Buy	34,604 +6,200	+22%	+$327K	0.36%	88
2015 Q1	$1.5M	Buy	28,404 +490	+2%	+$25.8K	0.31%	117
2014 Q4	$1.47M	Sell	27,914 -1,190	-4%	-$62.7K	0.3%	121
2014 Q3	$1.53M	Buy	29,104 +16,940	+139%	+$893K	0.41%	52
2014 Q2	$643K	Buy	12,164 +430	+4%	+$22.7K	0.18%	165
2014 Q1	$618K	Buy	+11,734	New	+$619K	0.2%	164

Other funds holding IGSB

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

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

Swiss Re Zurich, Switzerland $1.1B AUM

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

Independent Portfolio Consultants reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 35% in Q2 2017, selling an estimated $76K and leaving 2,708 shares worth $143K. The position accounts for 0.06% of the portfolio, ranked #350.

Independent Portfolio Consultants first reported a position in IGSB in Q1 2014 and has held it in 14 quarters since. The position peaked at $1.92M in Q3 2015. 526 funds tracked by Wall St. Rank hold IGSB as of Q2 2017.

Independent Portfolio Consultants held 2,708 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $143K as of Q2 2017.
Independent Portfolio Consultants sold 1,444 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $76K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Independent Portfolio Consultants's portfolio in Q2 2017, its #350 holding.
Independent Portfolio Consultants first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2014 and has held it in 14 quarters since.
Independent Portfolio Consultants's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.92M in Q3 2015.
526 funds tracked by Wall St. Rank held iShares 1-5 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.