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Narus Financial Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Narus Financial Partners’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
2017
Q3 		$838K Hold
15,912
– – 0.74% 20
2017
Q2 		$838K Hold
15,912
– – 0.78% 19
2017
Q1 		$837K Sell
15,912
-154
-1% -$8.09K 0.81% 18
2016
Q4 		$843K Buy
+16,066
New +$845K 0.89% 17

Other funds holding IGSB

BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Narus Financial Partners's IGSB Position: Q3 2017 in Review

Narus Financial Partners held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2017 at 15,912 shares worth $838K. The position accounts for 0.74% of the portfolio, ranked #20.

Narus Financial Partners first reported a position in IGSB in Q4 2016 and has held it in 4 quarters since. The position peaked at $843K in Q4 2016. 534 funds tracked by Wall St. Rank hold IGSB as of Q3 2017.

  • Narus Financial Partners held 15,912 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $838K as of Q3 2017.
  • Narus Financial Partners left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2017.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.74% of Narus Financial Partners's portfolio in Q3 2017, its #20 holding.
  • Narus Financial Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 4 quarters since.
  • Narus Financial Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $843K in Q4 2016.
  • 534 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2017.

Based on Narus Financial Partners's 13F filing for Q3 2017, filed 15 Nov 2017.