Kernodle & Katon Asset Management Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Kernodle & Katon Asset Management Group’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	$74K	Hold	1,364	–	–	0.04%	149
2016 Q4	$74K	Hold	1,364	–	–	0.04%	148
2016 Q3	$76K	Hold	1,364	–	–	0.05%	151
2016 Q2	$76K	Hold	1,364	–	–	0.07%	103
2016 Q1	$75K	Hold	1,364	–	–	0.07%	96
2015 Q4	$73K	Buy	+1,364	New	+$73.8K	0.07%	98

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Kernodle & Katon Asset Management Group's IGIB Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q1 2017 at 1,364 shares worth $74K. The position accounts for 0.04% of the portfolio, ranked #149.

Kernodle & Katon Asset Management Group first reported a position in IGIB in Q4 2015 and has held it in 6 quarters since. The position peaked at $76K in Q3 2016. 348 funds tracked by Wall St. Rank hold IGIB as of Q1 2017.

Kernodle & Katon Asset Management Group held 1,364 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $74K as of Q1 2017.
Kernodle & Katon Asset Management Group left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2017.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.04% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #149 holding.
Kernodle & Katon Asset Management Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 6 quarters since.
Kernodle & Katon Asset Management Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $76K 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 Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.