Laurie J. Hall Trustee’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Laurie J. Hall Trustee’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
2018 Q1	–	Sell	-6,416	Closed	-$336K	–	359
2017 Q4	$336K	Buy	6,416 +758	+13%	+$39.8K	0.19%	78
2017 Q3	$298K	Hold	5,658	–	–	0.19%	74
2017 Q2	$298K	Hold	5,658	–	–	0.19%	76
2017 Q1	$298K	Sell	5,658 -1,238	-18%	-$65K	0.19%	76
2016 Q4	$362K	Buy	+6,896	New	+$363K	0.23%	70
2016 Q2	$365K	Hold	6,896	–	–	0.24%	71
2016 Q1	$364K	Hold	6,896	–	–	0.23%	71
2015 Q4	$361K	Hold	6,896	–	–	0.26%	70
2015 Q3	$362K	Hold	6,896	–	–	0.29%	63
2015 Q2	$363K	Hold	6,896	–	–	0.26%	69
2015 Q1	$364K	Buy	6,896 +568	+9%	+$29.9K	0.27%	66
2014 Q4	$333K	Hold	6,328	–	–	0.24%	68
2014 Q3	$333K	Buy	6,328 +1,042	+20%	+$54.9K	0.25%	67
2014 Q2	$279K	Buy	5,286 +190	+4%	+$10K	0.21%	71
2014 Q1	$269K	Hold	5,096	–	–	0.21%	73
2013 Q4	$269K	Sell	5,096 -568	-10%	-$29.9K	0.21%	75
2013 Q3	$298K	Buy	5,664 +284	+5%	+$14.9K	0.25%	69
2013 Q2	$283K	Buy	+5,380	New	+$283K	0.25%	69

Other funds holding IGSB

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Swiss Re Zurich, Switzerland $16.4M AUM

Laurie J. Hall Trustee's IGSB Position: Q1 2018 in Review

Laurie J. Hall Trustee sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2018, closing a stake of 6,416 shares — an estimated $336K sold.

Laurie J. Hall Trustee first reported a position in IGSB in Q2 2013 and held it in 18 quarters. The position peaked at $365K in Q2 2016. 566 funds tracked by Wall St. Rank hold IGSB as of Q1 2018.

Laurie J. Hall Trustee reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Laurie J. Hall Trustee sold 6,416 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $336K.
Laurie J. Hall Trustee first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 18 quarters.
Laurie J. Hall Trustee's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $365K in Q2 2016.
566 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2018, filed 10 May 2018.