Kings Point Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Kings Point Capital Management’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
2015 Q3	–	Sell	-1,200	Closed	-$63K	–	374
2015 Q2	$63K	Buy	+1,200	New	+$63.3K	0.02%	193
2015 Q1	–	Sell	-900	Closed	-$47K	–	368
2014 Q4	$47K	Hold	900	–	–	0.01%	203
2014 Q3	$47K	Hold	900	–	–	0.01%	187
2014 Q2	$48K	Hold	900	–	–	0.01%	183
2014 Q1	$47K	Hold	900	–	–	0.02%	178
2013 Q4	$47K	Hold	900	–	–	0.02%	175
2013 Q3	$47K	Hold	900	–	–	0.02%	178
2013 Q2	$47K	Buy	+900	New	+$47.4K	0.02%	189

Other funds holding IGSB

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kings Point Capital Management's IGSB Position: Q3 2015 in Review

Kings Point Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2015, closing a stake of 1,200 shares — an estimated $63K sold.

Kings Point Capital Management first reported a position in IGSB in Q2 2013 and held it in 8 quarters. The position peaked at $63K in Q2 2015. 430 funds tracked by Wall St. Rank hold IGSB as of Q3 2015.

Kings Point Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
Kings Point Capital Management sold 1,200 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2015, an estimated $63K.
Kings Point Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 8 quarters.
Kings Point Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $63K in Q2 2015.
430 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2015.

Based on Kings Point Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.