Moloney Securities Asset Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Moloney Securities Asset Management’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
2018 Q2	–	Sell	-11,970	Closed	-$621K	–	311
2018 Q1	$621K	Buy	11,970 +8,024	+203%	+$417K	0.25%	123
2017 Q4	$206K	Buy	+3,946	New	+$207K	0.09%	238
2017 Q3	–	Sell	-4,118	Closed	-$217K	–	280
2017 Q2	$217K	Sell	4,118 -984	-19%	-$51.8K	0.11%	217
2017 Q1	$268K	Buy	5,102 +704	+16%	+$37K	0.14%	184
2016 Q4	$231K	Buy	+4,398	New	+$231K	0.14%	182

Other funds holding IGSB

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

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

Moloney Securities Asset Management's IGSB Position: Q2 2018 in Review

Moloney Securities Asset Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2018, closing a stake of 11,970 shares — an estimated $621K sold.

Moloney Securities Asset Management first reported a position in IGSB in Q4 2016 and held it in 5 quarters. The position peaked at $621K in Q1 2018. 551 funds tracked by Wall St. Rank hold IGSB as of Q2 2018.

Moloney Securities Asset Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Moloney Securities Asset Management sold 11,970 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $621K.
Moloney Securities Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 5 quarters.
Moloney Securities Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $621K in Q1 2018.
551 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2018.

Based on Moloney Securities Asset Management's 13F filing for Q2 2018, filed 26 Jul 2018.