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

Peachtree Investment Advisors’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 Q4	–	Sell	-4,194	Closed	-$221K	–	78
2017 Q3	$221K	Hold	4,194	–	–	0.19%	73
2017 Q2	$221K	Sell	4,194 -1,904	-31%	-$100K	0.19%	78
2017 Q1	$321K	Sell	6,098 -180	-3%	-$9.46K	0.29%	69
2016 Q4	$329K	Hold	6,278	–	–	0.32%	70
2016 Q3	$332K	Hold	6,278	–	–	0.33%	68
2016 Q2	$333K	Hold	6,278	–	–	0.34%	74
2016 Q1	$331K	Hold	6,278	–	–	0.33%	75
2015 Q4	$328K	Sell	6,278 -340	-5%	-$17.8K	0.34%	73
2015 Q3	$348K	Sell	6,618 -1,226	-16%	-$64.4K	0.36%	74
2015 Q2	$413K	Sell	7,844 -7,888	-50%	-$416K	0.31%	84
2015 Q1	$830K	Sell	15,732 -1,080	-6%	-$56.9K	0.59%	47
2014 Q4	$884K	Sell	16,812 -2,440	-13%	-$128K	0.59%	47
2014 Q3	$1.01M	Sell	19,252 -950	-5%	-$50.1K	0.68%	34
2014 Q2	$1.07M	Buy	20,202 +4,852	+32%	+$256K	0.71%	38
2014 Q1	$810K	Sell	15,350 -2,952	-16%	-$156K	0.55%	50
2013 Q4	$965K	Buy	+18,302	New	+$964K	0.66%	38

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

Swiss Re Zurich, Switzerland $16.4M AUM

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Peachtree Investment Advisors's IGSB Position: Q4 2017 in Review

Peachtree Investment Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2017, closing a stake of 4,194 shares — an estimated $221K sold.

Peachtree Investment Advisors first reported a position in IGSB in Q4 2013 and held it in 16 quarters. The position peaked at $1.07M in Q2 2014. 583 funds tracked by Wall St. Rank hold IGSB as of Q4 2017.

Peachtree Investment Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Peachtree Investment Advisors sold 4,194 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $221K.
Peachtree Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2013 and held it in 16 quarters.
Peachtree Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.07M in Q2 2014.
583 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Peachtree Investment Advisors's 13F filing for Q4 2017, filed 16 Jan 2018.