Long Wharf Investors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
$502K Buy
9,118
+70
+0.8% +$3.84K 0.39% 95
2014
Q1
$493K Buy
+9,048
New +$492K 0.42% 85

Other funds holding IGIB

Long Wharf Investors's IGIB Position: Q2 2014 in Review

Long Wharf Investors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.77% in Q2 2014, buying an estimated $3.84K and bringing the position to 9,118 shares worth $502K. The position accounts for 0.39% of the portfolio, ranked #95.

Long Wharf Investors first reported a position in IGIB in Q1 2014 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold IGIB as of Q2 2014.

  • Long Wharf Investors held 9,118 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $502K as of Q2 2014.
  • Long Wharf Investors bought 70 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2014, an estimated $3.84K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.39% of Long Wharf Investors's portfolio in Q2 2014, its #95 holding.
  • Long Wharf Investors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2014 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.