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JOYN Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

JOYN Advisors’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
2014
Q2 		– Sell
-4,200
Closed -$229K – 35
2014
Q1 		$229K Hold
4,200
– – 0.1% 15
2013
Q4 		$227K Hold
4,200
– – 0.12% 25
2013
Q3 		$227K Buy
+4,200
New +$226K 0.11% 17
2013
Q2 		– Hold
0
– – – 20

Other funds holding IGIB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

JOYN Advisors's IGIB Position: Q2 2014 in Review

JOYN Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2014, closing a stake of 4,200 shares — an estimated $229K sold.

JOYN Advisors first reported a position in IGIB in Q3 2013 and held it in 3 quarters. The position peaked at $229K in Q1 2014. 230 funds tracked by Wall St. Rank hold IGIB as of Q2 2014.

  • JOYN Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • JOYN Advisors sold 4,200 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2014, an estimated $229K.
  • JOYN Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2013 and held it in 3 quarters.
  • JOYN Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $229K in Q1 2014.
  • 230 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2014.

Based on JOYN Advisors's 13F filing for Q2 2014, filed 7 Aug 2014.