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Legacy Private Trust’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Legacy Private Trust’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
2013
Q4 		– Sell
-17,274
Closed -$933K – 210
2013
Q3 		$933K Sell
17,274
-192,318
-92% -$10.3M 0.2% 92
2013
Q2 		$11.3M Buy
+209,592
New +$11.6M 2.66% 11

Other funds holding IGIB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Legacy Private Trust's IGIB Position: Q4 2013 in Review

Legacy Private Trust sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2013, closing a stake of 17,274 shares — an estimated $933K sold.

Legacy Private Trust first reported a position in IGIB in Q2 2013 and held it in 2 quarters. The position peaked at $11.3M in Q2 2013. 226 funds tracked by Wall St. Rank hold IGIB as of Q4 2013.

  • Legacy Private Trust reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Legacy Private Trust sold 17,274 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2013, an estimated $933K.
  • Legacy Private Trust first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 2 quarters.
  • Legacy Private Trust's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $11.3M in Q2 2013.
  • 226 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2013.

Based on Legacy Private Trust's 13F filing for Q4 2013, filed 13 Jan 2014.