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Pinnacle Summer Investments’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		$1K Buy
14,372
+2,282
+19% +$120K ﹤0.01% 732
2015
Q3 		$1K Buy
+12,090
New +$635K ﹤0.01% 947

Other funds holding IGSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM

Pinnacle Summer Investments's IGSB Position: Q4 2015 in Review

Pinnacle Summer Investments increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 19% in Q4 2015, buying an estimated $120K and bringing the position to 14,372 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Pinnacle Summer Investments first reported a position in IGSB in Q3 2015 and has held it in 2 quarters since. 448 funds tracked by Wall St. Rank hold IGSB as of Q4 2015.

  • Pinnacle Summer Investments held 14,372 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1K as of Q4 2015.
  • Pinnacle Summer Investments bought 2,282 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2015, an estimated $120K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #732 holding.
  • Pinnacle Summer Investments first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2015 and has held it in 2 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.