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Ken Stern & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Ken Stern & Associates’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
2017
Q1 		– Sell
-4,282
Closed -$232K – 117
2016
Q4 		$232K Hold
4,282
– – 0.12% 100
2016
Q3 		$238K Buy
+4,282
New +$238K 0.16% 83

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ken Stern & Associates's IGIB Position: Q1 2017 in Review

Ken Stern & Associates sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2017, closing a stake of 4,282 shares — an estimated $232K sold.

Ken Stern & Associates first reported a position in IGIB in Q3 2016 and held it in 2 quarters. The position peaked at $238K in Q3 2016. 348 funds tracked by Wall St. Rank hold IGIB as of Q1 2017.

  • Ken Stern & Associates reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Ken Stern & Associates sold 4,282 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $232K.
  • Ken Stern & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2016 and held it in 2 quarters.
  • Ken Stern & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $238K in Q3 2016.
  • 348 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Ken Stern & Associates's 13F filing for Q1 2017, filed 11 May 2017.