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LBA Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

LBA Wealth Management’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 		$13K Hold
240
– – 0.01% 305
2016
Q4 		$13K Hold
240
– – 0.01% 300
2016
Q3 		$13K Buy
+240
New +$13.4K 0.01% 303

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

LBA Wealth Management's IGIB Position: Q1 2017 in Review

LBA Wealth Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q1 2017 at 240 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #305.

LBA Wealth Management first reported a position in IGIB in Q3 2016 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold IGIB as of Q1 2017.

  • LBA Wealth Management held 240 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $13K as of Q1 2017.
  • LBA Wealth Management 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 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #305 holding.
  • LBA Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2016 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.