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

Investment Centers of America’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	-72,032	Closed	-$3.96M	–	214
2017 Q3	$3.96M	Buy	72,032 +11,784	+20%	+$649K	0.29%	83
2017 Q2	$3.31M	Buy	60,248 +31,508	+110%	+$1.73M	0.25%	97
2017 Q1	$1.57M	Buy	28,740 +24,292	+546%	+$1.32M	0.12%	162
2016 Q4	$241K	Buy	+4,448	New	+$243K	0.02%	493

Other funds holding IGIB

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Investment Centers of America's IGIB Position: Q4 2017 in Review

Investment Centers of America sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2017, closing a stake of 72,032 shares — an estimated $3.96M sold.

Investment Centers of America first reported a position in IGIB in Q4 2016 and held it in 4 quarters. The position peaked at $3.96M in Q3 2017. 396 funds tracked by Wall St. Rank hold IGIB as of Q4 2017.

Investment Centers of America reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Investment Centers of America sold 72,032 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $3.96M.
Investment Centers of America first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 4 quarters.
Investment Centers of America's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.96M in Q3 2017.
396 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.