National Planning Corporation’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

National Planning Corporation’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
2017 Q4	–	Sell	-14,602	Closed	-$804K	–	298
2017 Q3	$804K	Buy	14,602 +1,276	+10%	+$70.3K	0.07%	264
2017 Q2	$729K	Buy	13,326 +5,020	+60%	+$275K	0.06%	309
2017 Q1	$452K	Buy	8,306 +610	+8%	+$33.1K	0.03%	409
2016 Q4	$417K	Sell	7,696 -11,516	-60%	-$630K	0.03%	415
2016 Q3	$1.06M	Sell	19,212 -3,946	-17%	-$220K	0.08%	226
2016 Q2	$1.29M	Buy	23,158 +3,958	+21%	+$218K	0.1%	204
2016 Q1	$1.06M	Buy	19,200 +3,596	+23%	+$194K	0.09%	222
2015 Q4	$842K	Buy	15,604 +9,030	+137%	+$489K	0.07%	276
2015 Q3	$356K	Buy	+6,574	New	+$357K	0.03%	422
2015 Q1	–	Sell	-334	Closed	-$18.3K	–	1320
2014 Q4	$18.3K	Buy	+334	New	+$18.3K	﹤0.01%	1777

Other funds holding IGIB

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

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

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

National Planning Corporation's IGIB Position: Q4 2017 in Review

National Planning Corporation sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2017, closing a stake of 14,602 shares — an estimated $804K sold.

National Planning Corporation first reported a position in IGIB in Q4 2014 and held it in 10 quarters. The position peaked at $1.29M in Q2 2016. 396 funds tracked by Wall St. Rank hold IGIB as of Q4 2017.

National Planning Corporation reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 14,602 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $804K.
National Planning Corporation first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2014 and held it in 10 quarters.
National Planning Corporation's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.29M in Q2 2016.
396 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.