McAdams Wright Ragen’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

McAdams Wright Ragen’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
2014 Q3	$669K	Buy	12,250 +46	+0.4%	+$2.53K	0.04%	233
2014 Q2	$672K	Hold	12,204	–	–	0.04%	226
2014 Q1	$665K	Hold	12,204	–	–	0.04%	216
2013 Q4	$658K	Hold	12,204	–	–	0.04%	215
2013 Q3	$659K	Hold	12,204	–	–	0.05%	195
2013 Q2	$657K	Buy	+12,204	New	+$674K	0.05%	195

Other funds holding IGIB

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

McAdams Wright Ragen's IGIB Position: Q3 2014 in Review

McAdams Wright Ragen increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.38% in Q3 2014, buying an estimated $2.53K and bringing the position to 12,250 shares worth $669K. The position accounts for 0.04% of the portfolio, ranked #233.

McAdams Wright Ragen first reported a position in IGIB in Q2 2013 and has held it in 6 quarters since. The position peaked at $672K in Q2 2014. 235 funds tracked by Wall St. Rank hold IGIB as of Q3 2014.

McAdams Wright Ragen held 12,250 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $669K as of Q3 2014.
McAdams Wright Ragen bought 46 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2014, an estimated $2.53K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.04% of McAdams Wright Ragen's portfolio in Q3 2014, its #233 holding.
McAdams Wright Ragen first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 6 quarters since.
McAdams Wright Ragen's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $672K in Q2 2014.
235 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.