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Sequoia Financial Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Sequoia Financial Advisors’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-3,533
Closed -$221K – 262
2016
Q2 		$221K Hold
3,533
– – 0.06% 211
2016
Q1 		$209K Buy
+3,533
New +$200K 0.07% 177

Other funds holding IGLB

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

Sequoia Financial Advisors's IGLB Position: Q3 2016 in Review

Sequoia Financial Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2016, closing a stake of 3,533 shares — an estimated $221K sold.

Sequoia Financial Advisors first reported a position in IGLB in Q1 2016 and held it in 2 quarters. The position peaked at $221K in Q2 2016. 97 funds tracked by Wall St. Rank hold IGLB as of Q3 2016.

  • Sequoia Financial Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Sequoia Financial Advisors sold 3,533 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2016, an estimated $221K.
  • Sequoia Financial Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 2 quarters.
  • Sequoia Financial Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $221K in Q2 2016.
  • 97 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2016.

Based on Sequoia Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.