Kanaly Trust’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Kanaly Trust’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
2016 Q4	$45K	Sell	760 -365	-32%	-$21.8K	0.01%	295
2016 Q3	$71K	Sell	1,125 -131	-10%	-$8.3K	0.02%	243
2016 Q2	$79K	Sell	1,256 -460	-27%	-$27.8K	0.02%	237
2016 Q1	$102K	Hold	1,716	–	–	0.02%	205
2015 Q4	$96K	Buy	1,716 +424	+33%	+$24.1K	0.02%	212
2015 Q3	$74K	Sell	1,292 -251	-16%	-$14.4K	0.02%	239
2015 Q2	$88K	Sell	1,543 -46	-3%	-$2.74K	0.02%	233
2015 Q1	$99K	Buy	1,589 +917	+136%	+$57.4K	0.02%	210
2014 Q4	$41K	Buy	+672	New	+$40.8K	0.01%	307

Other funds holding IGLB

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Kanaly Trust's IGLB Position: Q4 2016 in Review

Kanaly Trust reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 32% in Q4 2016, selling an estimated $21.8K and leaving 760 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #295.

Kanaly Trust first reported a position in IGLB in Q4 2014 and has held it in 9 quarters since. The position peaked at $102K in Q1 2016. 91 funds tracked by Wall St. Rank hold IGLB as of Q4 2016.

Kanaly Trust held 760 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $45K as of Q4 2016.
Kanaly Trust sold 365 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $21.8K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #295 holding.
Kanaly Trust first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 9 quarters since.
Kanaly Trust's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $102K in Q1 2016.
91 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.