MHS
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M Holdings Securities’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-5,876
Closed -$327K – 262
2016
Q2 		$327K Buy
+5,876
New +$323K 0.17% 157

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M Holdings Securities's IGIB Position: Q3 2016 in Review

M Holdings Securities sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2016, closing a stake of 5,876 shares — an estimated $327K sold.

M Holdings Securities first reported a position in IGIB in Q2 2016 and held it in 1 quarter. The position peaked at $327K in Q2 2016. 312 funds tracked by Wall St. Rank hold IGIB as of Q3 2016.

  • M Holdings Securities reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • M Holdings Securities sold 5,876 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2016, an estimated $327K.
  • M Holdings Securities first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2016 and held it in 1 quarter.
  • M Holdings Securities's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $327K in Q2 2016.
  • 312 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2016.

Based on M Holdings Securities's 13F filing for Q3 2016, filed 23 Nov 2016.