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Osborn Williams & Donohoe’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-2,675
Closed -$147K – 474
2019
Q1 		$147K Buy
+2,675
New +$144K 0.02% 367

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osborn Williams & Donohoe's IGIB Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2019, closing a stake of 2,675 shares — an estimated $147K sold.

Osborn Williams & Donohoe first reported a position in IGIB in Q1 2019 and held it in 1 quarter. The position peaked at $147K in Q1 2019. 409 funds tracked by Wall St. Rank hold IGIB as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 2,675 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $147K.
  • Osborn Williams & Donohoe first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $147K in Q1 2019.
  • 409 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.