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

Madison Investment Holdings’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
2018 Q1	–	Sell	-37,294	Closed	-$2.04M	–	253
2017 Q4	$2.04M	Sell	37,294 -94,132	-72%	-$5.16M	0.03%	194
2017 Q3	$7.24M	Sell	131,426 -9,530	-7%	-$525K	0.13%	157
2017 Q2	$7.74M	Sell	140,956 -13,618	-9%	-$747K	0.14%	152
2017 Q1	$8.42M	Sell	154,574 -7,122	-4%	-$387K	0.16%	145
2016 Q4	$8.75M	Sell	161,696 -6,240	-4%	-$341K	0.17%	145
2016 Q3	$9.35M	Sell	167,936 -230,746	-58%	-$12.8M	0.18%	137
2016 Q2	$22.2M	Sell	398,682 -32,012	-7%	-$1.76M	0.46%	77
2016 Q1	$23.6M	Buy	430,694 +337,286	+361%	+$18.2M	0.5%	72
2015 Q4	$5.01M	Buy	+93,408	New	+$5.06M	0.11%	149

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Madison Investment Holdings's IGIB Position: Q1 2018 in Review

Madison Investment Holdings sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2018, closing a stake of 37,294 shares — an estimated $2.04M sold.

Madison Investment Holdings first reported a position in IGIB in Q4 2015 and held it in 9 quarters. The position peaked at $23.6M in Q1 2016. 386 funds tracked by Wall St. Rank hold IGIB as of Q1 2018.

Madison Investment Holdings reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Madison Investment Holdings sold 37,294 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $2.04M.
Madison Investment Holdings first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 9 quarters.
Madison Investment Holdings's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $23.6M in Q1 2016.
386 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Madison Investment Holdings's 13F filing for Q1 2018, filed 11 May 2018.