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

SevenBridge Financial Group’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
2017
Q1 		– Sell
-277
Closed -$17K – 649
2016
Q4 		$17K Hold
277
– – 0.01% 388
2016
Q3 		$17K Sell
277
-630
-69% -$39.9K 0.01% 384
2016
Q2 		$57K Buy
+907
New +$54.8K 0.04% 251

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

SevenBridge Financial Group's IGLB Position: Q1 2017 in Review

SevenBridge Financial Group sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2017, closing a stake of 277 shares — an estimated $17K sold.

SevenBridge Financial Group first reported a position in IGLB in Q2 2016 and held it in 3 quarters. The position peaked at $57K in Q2 2016. 90 funds tracked by Wall St. Rank hold IGLB as of Q1 2017.

  • SevenBridge Financial Group reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • SevenBridge Financial Group sold 277 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $17K.
  • SevenBridge Financial Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2016 and held it in 3 quarters.
  • SevenBridge Financial Group's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $57K in Q2 2016.
  • 90 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2017.

Based on SevenBridge Financial Group's 13F filing for Q1 2017, filed 15 May 2017.