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Patriot Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Patriot Wealth 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
Q4 		$3.22M Buy
61,463
+5,224
+9% +$273K 0.47% 58
2018
Q3 		$2.99M Sell
56,239
-2,437
-4% -$130K 0.38% 60
2018
Q2 		$3.12M Buy
58,676
+2,576
+5% +$137K 0.43% 60
2018
Q1 		$3.01M Buy
56,100
+3,534
+7% +$190K 0.43% 63
2017
Q4 		$2.87M Buy
+52,566
New +$2.88M 0.41% 66

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BlackRock
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Patriot Wealth Management's IGIB Position: Q4 2018 in Review

Patriot Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 9.3% in Q4 2018, buying an estimated $273K and bringing the position to 61,463 shares worth $3.22M. The position accounts for 0.47% of the portfolio, ranked #58.

Patriot Wealth Management first reported a position in IGIB in Q4 2017 and has held it in 5 quarters since. 381 funds tracked by Wall St. Rank hold IGIB as of Q4 2018.

  • Patriot Wealth Management held 61,463 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.22M as of Q4 2018.
  • Patriot Wealth Management bought 5,224 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $273K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.47% of Patriot Wealth Management's portfolio in Q4 2018, its #58 holding.
  • Patriot Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 5 quarters since.
  • 381 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.