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Signator Financial Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Signator Financial Services’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$85K Sell
1,620
-30
-2% -$1.57K 0.08% 76
2013
Q2 		$87K Buy
+1,650
New +$86.9K 0.09% 72

Other funds holding IGSB

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Signator Financial Services's IGSB Position: Q3 2013 in Review

Signator Financial Services reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.8% in Q3 2013, selling an estimated $1.57K and leaving 1,620 shares worth $85K. The position accounts for 0.08% of the portfolio, ranked #76.

Signator Financial Services first reported a position in IGSB in Q2 2013 and has held it in 2 quarters since. The position peaked at $87K in Q2 2013. 355 funds tracked by Wall St. Rank hold IGSB as of Q3 2013.

  • Signator Financial Services held 1,620 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $85K as of Q3 2013.
  • Signator Financial Services sold 30 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2013, an estimated $1.57K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Signator Financial Services's portfolio in Q3 2013, its #76 holding.
  • Signator Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • Signator Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $87K in Q2 2013.
  • 355 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.