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Joel Isaacson & Co’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Joel Isaacson & Co’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
2015
Q4 		– Sell
-422
Closed -$23K – 768
2015
Q3 		$23K Buy
+422
New +$22.9K 0.01% 456

Other funds holding IGIB

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Joel Isaacson & Co's IGIB Position: Q4 2015 in Review

Joel Isaacson & Co sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2015, closing a stake of 422 shares — an estimated $23K sold.

Joel Isaacson & Co first reported a position in IGIB in Q3 2015 and held it in 1 quarter. The position peaked at $23K in Q3 2015. 286 funds tracked by Wall St. Rank hold IGIB as of Q4 2015.

  • Joel Isaacson & Co reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 422 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2015, an estimated $23K.
  • Joel Isaacson & Co first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2015 and held it in 1 quarter.
  • Joel Isaacson & Co's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $23K in Q3 2015.
  • 286 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2015.

Based on Joel Isaacson & Co's 13F filing for Q4 2015, filed 15 Jan 2016.