Parasol Investment Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Parasol Investment Management’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
2017 Q1	$7.19M	Buy	136,640 +59,760	+78%	+$3.14M	11.78%	3
2016 Q4	$4.03M	Buy	+76,880	New	+$4.04M	4.24%	5
2015 Q3	–	Sell	-1,000	Closed	-$53K	–	195
2015 Q2	$53K	Hold	1,000	–	–	0.04%	106
2015 Q1	$53K	Hold	1,000	–	–	0.03%	102
2014 Q4	$53K	Hold	1,000	–	–	0.04%	115
2014 Q3	$53K	Sell	1,000 -2,200	-69%	-$116K	0.04%	102
2014 Q2	$169K	Hold	3,200	–	–	0.12%	60
2014 Q1	$169K	Hold	3,200	–	–	0.12%	46
2013 Q4	$169K	Buy	+3,200	New	+$169K	0.11%	36

Other funds holding IGSB

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

MMI

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

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

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

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

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

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

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

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

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

Parasol Investment Management's IGSB Position: Q1 2017 in Review

Parasol Investment Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 78% in Q1 2017, buying an estimated $3.14M and bringing the position to 136,640 shares worth $7.19M. The position accounts for 11.78% of the portfolio, ranked #3.

Parasol Investment Management first reported a position in IGSB in Q4 2013 and has held it in 9 quarters since. 521 funds tracked by Wall St. Rank hold IGSB as of Q1 2017.

Parasol Investment Management held 136,640 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $7.19M as of Q1 2017.
Parasol Investment Management bought 59,760 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $3.14M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 11.78% of Parasol Investment Management's portfolio in Q1 2017, its #3 holding.
Parasol Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 9 quarters since.
521 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.