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Kelman-Lazarov Inc’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Kelman-Lazarov Inc’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-640
Closed -$33.6K – 163
2016
Q4 		$33.6K Buy
640
+440
+220% +$23.1K 0.02% 191
2016
Q3 		$10.5K Hold
200
– – 0.01% 293
2016
Q2 		$10.6K Buy
+200
New +$10.6K 0.01% 279

Other funds holding IGSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kelman-Lazarov Inc's IGSB Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2017, closing a stake of 640 shares — an estimated $33.6K sold.

Kelman-Lazarov Inc first reported a position in IGSB in Q2 2016 and held it in 3 quarters. The position peaked at $33.6K in Q4 2016. 523 funds tracked by Wall St. Rank hold IGSB as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 640 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $33.6K.
  • Kelman-Lazarov Inc first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $33.6K in Q4 2016.
  • 523 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.