New York Life Investment Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

New York Life Investment Management’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
2018 Q1	–	Sell	-212,634	Closed	-$11.6M	–	29
2017 Q4	$11.6M	Hold	212,634	–	–	0.81%	21
2017 Q3	$11.7M	Buy	212,634 +162,552	+325%	+$8.95M	0.95%	20
2017 Q2	$2.75M	Sell	50,082 -289,690	-85%	-$15.9M	0.25%	26
2017 Q1	$18.5M	Hold	339,772	–	–	2.31%	12
2016 Q4	$18.4M	Hold	339,772	–	–	2.13%	14
2016 Q3	$18.9M	Hold	339,772	–	–	2.07%	14
2016 Q2	$18.9M	Sell	339,772 -339,772	-50%	-$18.7M	2.11%	16
2016 Q1	$37.3M	Buy	679,544 +242,444	+55%	+$13.1M	5.58%	4
2015 Q4	$23.4M	Buy	+437,100	New	+$23.7M	3.49%	11
2015 Q3	–	Sell	-360,112	Closed	-$19.6M	–	262
2015 Q2	$19.6M	Hold	360,112	–	–	2.22%	14
2015 Q1	$19.9M	Buy	360,112 +3,112	+0.9%	+$172K	2.24%	14
2014 Q4	$19.5M	Buy	357,000 +88,160	+33%	+$4.83M	2.34%	11
2014 Q3	$14.7M	Buy	+268,840	New	+$14.8M	2.42%	12
2014 Q1	–	Sell	-190,890	Closed	-$10.3M	–	177
2013 Q4	$10.3M	Buy	190,890 +68,000	+55%	+$3.68M	2.57%	13
2013 Q3	$6.63M	Buy	122,890 +112,890	+1,129%	+$6.07M	2.04%	13
2013 Q2	$539K	Buy	+10,000	New	+$552K	0.17%	44

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

UCFA

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

MMI

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

New York Life Investment Management's IGIB Position: Q1 2018 in Review

New York Life Investment Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2018, closing a stake of 212,634 shares — an estimated $11.6M sold.

New York Life Investment Management first reported a position in IGIB in Q2 2013 and held it in 16 quarters. The position peaked at $37.3M in Q1 2016. 386 funds tracked by Wall St. Rank hold IGIB as of Q1 2018.

New York Life Investment Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
New York Life Investment Management sold 212,634 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $11.6M.
New York Life Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 16 quarters.
New York Life Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $37.3M in Q1 2016.
386 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on New York Life Investment Management's 13F filing for Q1 2018, filed 14 May 2018.