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 $374B AUM 17.66% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Bank of America

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