Robert N. Shapiro’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Robert N. Shapiro’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
2014 Q4	$36K	Sell	674 -742	-52%	-$39.1K	0.01%	514
2014 Q3	$75K	Sell	1,416 -24	-2%	-$1.26K	0.01%	409
2014 Q2	$76K	Sell	1,440 -48	-3%	-$2.53K	0.01%	405
2014 Q1	$79K	Buy	1,488 +586	+65%	+$30.9K	0.01%	404
2013 Q4	$47K	Hold	902	–	–	0.01%	470
2013 Q3	$47K	Sell	902 -92	-9%	-$4.83K	0.01%	598
2013 Q2	$52K	Buy	+994	New	+$52.4K	0.01%	550

Other funds holding IGSB

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Robert N. Shapiro's IGSB Position: Q4 2014 in Review

Robert N. Shapiro reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 52% in Q4 2014, selling an estimated $39.1K and leaving 674 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #514.

Robert N. Shapiro first reported a position in IGSB in Q2 2013 and has held it in 7 quarters since. The position peaked at $79K in Q1 2014. 420 funds tracked by Wall St. Rank hold IGSB as of Q4 2014.

Robert N. Shapiro held 674 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $36K as of Q4 2014.
Robert N. Shapiro sold 742 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2014, an estimated $39.1K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #514 holding.
Robert N. Shapiro first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 7 quarters since.
Robert N. Shapiro's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $79K in Q1 2014.
420 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.