Marino Stram & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Marino Stram & Associates’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
2019 Q2	–	Sell	-639	Closed	-$35K	–	308
2019 Q1	$35K	Sell	639 -404	-39%	-$21.7K	0.03%	193
2018 Q4	$55K	Buy	1,043 +10	+1%	+$523	0.05%	147
2018 Q3	$55K	Buy	1,033 +3	+0.3%	+$160	0.04%	162
2018 Q2	$55K	Buy	1,030 +4	+0.4%	+$213	0.05%	157
2018 Q1	$55K	Buy	1,026 +4	+0.4%	+$215	0.05%	156
2017 Q4	$56K	Buy	+1,022	New	+$56K	0.05%	159

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMI

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marino Stram & Associates's IGIB Position: Q2 2019 in Review

Marino Stram & Associates sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2019, closing a stake of 639 shares — an estimated $35K sold.

Marino Stram & Associates first reported a position in IGIB in Q4 2017 and held it in 6 quarters. The position peaked at $56K in Q4 2017. 409 funds tracked by Wall St. Rank hold IGIB as of Q2 2019.

Marino Stram & Associates reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 639 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $35K.
Marino Stram & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 6 quarters.
Marino Stram & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $56K in Q4 2017.
409 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.