Quattro Financial Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Quattro Financial Advisors’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 Q3	–	Sell	-2,378	Closed	-$126K	–	87
2018 Q2	$126K	Sell	2,378 -21,360	-90%	-$1.14M	0.06%	44
2018 Q1	$1.27M	Sell	23,738 -160,642	-87%	-$8.65M	0.5%	27
2017 Q4	$10M	Sell	184,380 -7,732	-4%	-$424K	2.77%	18
2017 Q3	$10.6M	Sell	192,112 -118,396	-38%	-$6.52M	3.12%	10
2017 Q2	$17.1M	Buy	310,508 +49,810	+19%	+$2.73M	6.95%	2
2017 Q1	$1.85M	Buy	+260,698	New	+$14.2M	0.93%	28

Other funds holding IGIB

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Quattro Financial Advisors's IGIB Position: Q3 2018 in Review

Quattro Financial Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2018, closing a stake of 2,378 shares — an estimated $126K sold.

Quattro Financial Advisors first reported a position in IGIB in Q1 2017 and held it in 6 quarters. The position peaked at $17.1M in Q2 2017. 349 funds tracked by Wall St. Rank hold IGIB as of Q3 2018.

Quattro Financial Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Quattro Financial Advisors sold 2,378 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $126K.
Quattro Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2017 and held it in 6 quarters.
Quattro Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $17.1M in Q2 2017.
349 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Quattro Financial Advisors's 13F filing for Q3 2018, filed 10 Oct 2018.