Partnervest Advisory Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Partnervest Advisory Services’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
2017 Q2	–	Sell	-4,500	Closed	-$245K	–	206
2017 Q1	$245K	Hold	4,500	–	–	0.11%	163
2016 Q4	$243K	Hold	4,500	–	–	0.11%	171
2016 Q3	$251K	Hold	4,500	–	–	0.12%	171
2016 Q2	$250K	Sell	4,500 -980	-18%	-$53.9K	0.12%	168
2016 Q1	$301K	Sell	5,480 -37,254	-87%	-$2.01M	0.16%	138
2015 Q4	$2.29M	Sell	42,734 -1,722	-4%	-$93.2K	1.27%	10
2015 Q3	$2.41M	Sell	44,456 -5,518	-11%	-$299K	1.38%	8
2015 Q2	$2.72M	Buy	49,974 +5,266	+12%	+$289K	1.35%	9
2015 Q1	$2.47M	Sell	44,708 -2,166	-5%	-$119K	1.28%	12
2014 Q4	$2.56M	Sell	46,874 -2,896	-6%	-$159K	1.24%	13
2014 Q3	$2.72M	Buy	49,770 +45,270	+1,006%	+$2.49M	1.42%	10
2014 Q2	$248K	Hold	4,500	–	–	0.11%	127
2014 Q1	$245K	Hold	4,500	–	–	0.11%	127
2013 Q4	$243K	Hold	4,500	–	–	0.11%	129
2013 Q3	$243K	Hold	4,500	–	–	0.12%	100
2013 Q2	$242K	Buy	+4,500	New	+$248K	0.11%	82

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

UCFA

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

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

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

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

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

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

MMI

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

Partnervest Advisory Services's IGIB Position: Q2 2017 in Review

Partnervest Advisory Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2017, closing a stake of 4,500 shares — an estimated $245K sold.

Partnervest Advisory Services first reported a position in IGIB in Q2 2013 and held it in 16 quarters. The position peaked at $2.72M in Q2 2015. 339 funds tracked by Wall St. Rank hold IGIB as of Q2 2017.

Partnervest Advisory Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
Partnervest Advisory Services sold 4,500 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $245K.
Partnervest Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 16 quarters.
Partnervest Advisory Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.72M in Q2 2015.
339 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2017.

Based on Partnervest Advisory Services's 13F filing for Q2 2017, filed 2 Aug 2017.