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

NewFocus Financial 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
2015
Q1 		– Sell
-2,994
Closed -$157K – 61
2014
Q4 		$157K Buy
+2,994
New +$158K 0.11% 56

Other funds holding IGSB

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

NewFocus Financial Group's IGSB Position: Q1 2015 in Review

NewFocus Financial Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2015, closing a stake of 2,994 shares — an estimated $157K sold.

NewFocus Financial Group first reported a position in IGSB in Q4 2014 and held it in 1 quarter. The position peaked at $157K in Q4 2014. 417 funds tracked by Wall St. Rank hold IGSB as of Q1 2015.

  • NewFocus Financial Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
  • NewFocus Financial Group sold 2,994 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2015, an estimated $157K.
  • NewFocus Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and held it in 1 quarter.
  • NewFocus Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $157K in Q4 2014.
  • 417 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2015.

Based on NewFocus Financial Group's 13F filing for Q1 2015, filed 1 May 2015.