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

Ropes Wealth 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
2017
Q2 		– Sell
-54
Closed -$3K – 545
2017
Q1 		$3K Buy
+54
New +$2.93K ﹤0.01% 482
2016
Q4 		– Sell
-9,700
Closed -$540K – 495
2016
Q3 		$540K Buy
+9,700
New +$540K 0.18% 110

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Ropes Wealth Advisors's IGIB Position: Q2 2017 in Review

Ropes Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2017, closing a stake of 54 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in IGIB in Q3 2016 and held it in 2 quarters. The position peaked at $540K in Q3 2016. 339 funds tracked by Wall St. Rank hold IGIB as of Q2 2017.

  • Ropes Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 54 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $3K.
  • Ropes Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2016 and held it in 2 quarters.
  • Ropes Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $540K in Q3 2016.
  • 339 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2017.

Based on Ropes Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.