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

SevenBridge Financial Group’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
2019 Q3	–	Sell	-416	Closed	-$24K	–	344
2019 Q2	$24K	Hold	416	–	–	0.01%	364
2019 Q1	$23K	Hold	416	–	–	0.01%	329
2018 Q4	$22K	Hold	416	–	–	0.01%	290
2018 Q3	$22K	Hold	416	–	–	0.01%	334
2018 Q2	$22K	Hold	416	–	–	0.01%	333
2018 Q1	$22K	Sell	416 -404	-49%	-$21.8K	0.01%	337
2017 Q4	$45K	Hold	820	–	–	0.02%	263
2017 Q3	$45K	Hold	820	–	–	0.03%	269
2017 Q2	$45K	Hold	820	–	–	0.03%	276
2017 Q1	$45K	Sell	820 -664	-45%	-$36K	0.03%	264
2016 Q4	$82K	Hold	1,484	–	–	0.06%	211
2016 Q3	$82K	Sell	1,484 -708	-32%	-$39.4K	0.06%	208
2016 Q2	$122K	Buy	+2,192	New	+$121K	0.09%	176

Other funds holding IGIB

Envestnet Asset Management

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return