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LTI
Laffer Tengler Investments’s
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
Stock Holding History
Laffer Tengler Investments’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
2018
Q1
–
Sell
-9,552
Closed
-$522K
–
222
2017
Q4
$522K
Sell
9,552
-758
-7%
-$41.5K
0.13%
174
2017
Q3
$568K
Buy
10,310
+260
+3%
+$14.3K
0.15%
170
2017
Q2
$552K
Sell
10,050
-152
-1%
-$8.33K
0.14%
177
2017
Q1
$556K
Sell
10,202
-174
-2%
-$9.45K
0.15%
176
2016
Q4
$561K
Sell
10,376
-1,022
-9%
-$55.9K
0.15%
181
2016
Q3
$635K
Sell
11,398
-60
-0.5%
-$3.34K
0.18%
170
2016
Q2
$637K
Sell
11,458
-308
-3%
-$17K
0.18%
168
2016
Q1
$645K
Buy
+11,766
New
+$636K
0.17%
174
2015
Q4
–
Hold
0
–
–
–
166
2015
Q3
–
Sell
-20,074
Closed
-$1.09M
–
176
2015
Q2
$1.09M
Sell
20,074
-796
-4%
-$43.7K
0.27%
186
2015
Q1
$1.15M
Buy
+20,870
New
+$1.15M
0.16%
166
2014
Q4
–
Sell
-21,578
Closed
-$1.18M
–
166
2014
Q3
$1.18M
Buy
21,578
+262
+1%
+$14.4K
0.17%
167
2014
Q2
$1.17M
Sell
21,316
-5,722
-21%
-$314K
0.18%
168
2014
Q1
$1.47M
Sell
27,038
-528
-2%
-$28.7K
0.24%
166
2013
Q4
$1.49M
Buy
+27,566
New
+$1.49M
0.25%
167
2013
Q3
–
Sell
-67,982
Closed
-$3.65M
–
161
2013
Q2
$3.66M
Buy
+67,982
New
+$3.75M
0.72%
45
Other funds holding IGIB
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$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.2B AUM
16.34%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
MMI
Matson Money Inc
Mason, Ohio
$3.26B AUM
12.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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