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Legg Mason’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Legg Mason’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
Q4 		– Sell
-1,912
Closed -$106K – 10
2017
Q3 		$106K Buy
1,912
+268
+16% +$14.8K 9.61% 4
2017
Q2 		$91K Buy
1,644
+290
+21% +$15.9K 9.56% 4
2017
Q1 		$74K Buy
1,354
+206
+18% +$11.2K 7.68% 5
2016
Q4 		$63K Sell
1,148
-124
-10% -$6.78K 7.57% 6
2016
Q3 		$71K Buy
+1,272
New +$70.8K 0.68% 8

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legg Mason's IGIB Position: Q4 2017 in Review

Legg Mason sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2017, closing a stake of 1,912 shares — an estimated $106K sold.

Legg Mason first reported a position in IGIB in Q3 2016 and held it in 5 quarters. The position peaked at $106K in Q3 2017. 395 funds tracked by Wall St. Rank hold IGIB as of Q4 2017.

  • Legg Mason reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Legg Mason sold 1,912 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $106K.
  • Legg Mason first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2016 and held it in 5 quarters.
  • Legg Mason's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $106K in Q3 2017.
  • 395 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Legg Mason's 13F filing for Q4 2017, filed 14 Feb 2018.