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Madden Advisory Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Madden Advisory Services’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-600
Closed -$32K – 380
2013
Q4 		$32K Hold
600
– – 0.02% 159
2013
Q3 		$32K Hold
600
– – 0.03% 144
2013
Q2 		$32K Buy
+600
New +$31.6K 0.03% 145

Other funds holding IGSB

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Madden Advisory Services's IGSB Position: Q1 2014 in Review

Madden Advisory Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2014, closing a stake of 600 shares — an estimated $32K sold.

Madden Advisory Services first reported a position in IGSB in Q2 2013 and held it in 3 quarters. The position peaked at $32K in Q4 2013. 395 funds tracked by Wall St. Rank hold IGSB as of Q1 2014.

  • Madden Advisory Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Madden Advisory Services sold 600 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2014, an estimated $32K.
  • Madden Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 3 quarters.
  • Madden Advisory Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $32K in Q4 2013.
  • 395 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2014.

Based on Madden Advisory Services's 13F filing for Q1 2014, filed 12 May 2014.