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

Lebenthal Asset 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
2016
Q4 		– Sell
-2,550
Closed -$142K – 478
2016
Q3 		$142K Buy
+2,550
New +$142K 0.02% 315

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Royal Bank of Canada
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UCFA
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UBS Group
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AssetMark Inc
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Bank of America
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lebenthal Asset Management's IGIB Position: Q4 2016 in Review

Lebenthal Asset Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2016, closing a stake of 2,550 shares — an estimated $142K sold.

Lebenthal Asset Management first reported a position in IGIB in Q3 2016 and held it in 1 quarter. The position peaked at $142K in Q3 2016. 329 funds tracked by Wall St. Rank hold IGIB as of Q4 2016.

  • Lebenthal Asset Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 2,550 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $142K.
  • Lebenthal Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $142K in Q3 2016.
  • 329 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.