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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

SevenBridge Financial Group's IGIB Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2019, closing a stake of 416 shares — an estimated $24K sold.

SevenBridge Financial Group first reported a position in IGIB in Q2 2016 and held it in 13 quarters. The position peaked at $122K in Q2 2016. 428 funds tracked by Wall St. Rank hold IGIB as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 416 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $24K.
SevenBridge Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $122K in Q2 2016.
428 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.