Patton Albertson Miller Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Patton Albertson Miller Group’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	–	Sell	-2,322	Closed	-$122K	–	189
2018 Q3	$122K	Buy	+2,322	New	+$124K	0.06%	131
2018 Q2	–	Sell	-8,848	Closed	-$474K	–	122
2018 Q1	$474K	Sell	8,848 -10,736	-55%	-$578K	0.21%	92
2017 Q4	$1.07M	Sell	19,584 -5,478	-22%	-$300K	0.44%	69
2017 Q3	$1.38M	Sell	25,062 -650	-3%	-$35.8K	0.6%	55
2017 Q2	$1.42M	Sell	25,712 -6,912	-21%	-$379K	0.63%	52
2017 Q1	$1.78M	Buy	32,624 +10,502	+47%	+$570K	0.74%	42
2016 Q4	$1.2M	Buy	22,122 +4,096	+23%	+$224K	0.51%	62
2016 Q3	$1M	Buy	+18,026	New	+$1M	0.44%	71

Other funds holding IGIB

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

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Patton Albertson Miller Group's IGIB Position: Q4 2018 in Review

Patton Albertson Miller Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2018, closing a stake of 2,322 shares — an estimated $122K sold.

Patton Albertson Miller Group first reported a position in IGIB in Q3 2016 and held it in 8 quarters. The position peaked at $1.78M in Q1 2017. 381 funds tracked by Wall St. Rank hold IGIB as of Q4 2018.

Patton Albertson Miller Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Patton Albertson Miller Group sold 2,322 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $122K.
Patton Albertson Miller Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2016 and held it in 8 quarters.
Patton Albertson Miller Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.78M in Q1 2017.
381 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Patton Albertson Miller Group's 13F filing for Q4 2018, filed 12 Feb 2019.