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

Rockefeller Financial Services’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
2017
Q4 		$178K Buy
+3,264
New +$179K ﹤0.01% 345

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockefeller Financial Services's IGIB Position: Q4 2017 in Review

Rockefeller Financial Services opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2017: 3,264 shares worth $178K. The stake represents ﹤0.01% of the portfolio and ranks #345 among its holdings.

395 funds tracked by Wall St. Rank hold IGIB as of Q4 2017.

  • Rockefeller Financial Services held 3,264 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $178K as of Q4 2017.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Rockefeller Financial Services position in Q4 2017.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #345 holding.
  • 395 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.