New England Professional Planning Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

New England Professional Planning Group’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 Q3	$202K	Sell	3,906 -36	-0.9%	-$1.87K	0.23%	47
2018 Q2	$204K	Sell	3,942 -64	-2%	-$3.32K	0.26%	38
2018 Q1	$207K	Sell	4,006 -5,058	-56%	-$263K	0.27%	38
2017 Q4	$473K	Buy	+9,064	New	+$475K	0.58%	21
2016 Q2	$1.8M	Sell	33,928 -18,564	-35%	-$980K	2.01%	10
2016 Q1	$2.76M	Sell	52,492 -12,116	-19%	-$635K	2.77%	9
2015 Q4	$3.38M	Sell	64,608 -7,062	-10%	-$371K	3.77%	8
2015 Q3	$3.76M	Sell	71,670 -25,072	-26%	-$1.32M	4.26%	7
2015 Q2	$5.09M	Sell	96,742 -8,856	-8%	-$467K	6.68%	5
2015 Q1	$5.57M	Sell	105,598 -48,068	-31%	-$2.53M	7.5%	4
2014 Q4	$8.11M	Buy	+153,666	New	+$8.09M	11.96%	4

Other funds holding IGSB

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMI

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

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

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

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

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

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

LMGAM

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

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

New England Professional Planning Group's IGSB Position: Q3 2018 in Review

New England Professional Planning Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.91% in Q3 2018, selling an estimated $1.87K and leaving 3,906 shares worth $202K. The position accounts for 0.23% of the portfolio, ranked #47.

New England Professional Planning Group first reported a position in IGSB in Q4 2014 and has held it in 11 quarters since. The position peaked at $8.11M in Q4 2014. 536 funds tracked by Wall St. Rank hold IGSB as of Q3 2018.

New England Professional Planning Group held 3,906 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $202K as of Q3 2018.
New England Professional Planning Group sold 36 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $1.87K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.23% of New England Professional Planning Group's portfolio in Q3 2018, its #47 holding.
New England Professional Planning Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 11 quarters since.
New England Professional Planning Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $8.11M in Q4 2014.
536 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2018.

Based on New England Professional Planning Group's 13F filing for Q3 2018, filed 7 Nov 2018.