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Mariner Wealth Advisors (Madison)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$11K Buy
+200
New +$10.5K ﹤0.01% 137

Other funds holding IGSB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s IGSB Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2013: 200 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #137 among its holdings.

355 funds tracked by Wall St. Rank hold IGSB as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 200 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $11K as of Q3 2013.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #137 holding.
  • 355 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.