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Kathryn A. Hall’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Kathryn A. Hall’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
Q3 		– Sell
-19,000
Closed -$1.03M – 10
2015
Q2 		$1.03M Sell
19,000
-4,000
-17% -$220K 0.54% 10
2015
Q1 		$1.27M Sell
23,000
-14,600
-39% -$805K 0.44% 11
2014
Q4 		$2.06M Buy
+37,600
New +$2.06M 0.57% 11

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Kathryn A. Hall's IGIB Position: Q3 2015 in Review

Kathryn A. Hall sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2015, closing a stake of 19,000 shares — an estimated $1.03M sold.

Kathryn A. Hall first reported a position in IGIB in Q4 2014 and held it in 3 quarters. The position peaked at $2.06M in Q4 2014. 272 funds tracked by Wall St. Rank hold IGIB as of Q3 2015.

  • Kathryn A. Hall reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Kathryn A. Hall sold 19,000 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2015, an estimated $1.03M.
  • Kathryn A. Hall first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2014 and held it in 3 quarters.
  • Kathryn A. Hall's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.06M in Q4 2014.
  • 272 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2015.

Based on Kathryn A. Hall's 13F filing for Q3 2015, filed 13 Nov 2015.