Simply Money Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Simply Money Advisors’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
2018 Q1	$33K	Sell	608 -1,388,564	-100%	-$74.8M	﹤0.01%	32
2017 Q4	$75.9M	Buy	1,389,172 +5,258	+0.4%	+$288K	9.8%	3
2017 Q3	$76.2M	Buy	1,383,914 +4,870	+0.4%	+$268K	10.09%	3
2017 Q2	$75.7M	Sell	1,379,044 -19,372	-1%	-$1.06M	10.32%	3
2017 Q1	$76.2M	Sell	1,398,416 -45,494	-3%	-$2.47M	10.66%	3
2016 Q4	$78.1M	Buy	1,443,910 +137,570	+11%	+$7.52M	11.25%	3
2016 Q3	$72.7M	Sell	1,306,340 -65,804	-5%	-$3.66M	11.19%	2
2016 Q2	$76.3M	Sell	1,372,144 -71,858	-5%	-$3.95M	11.75%	2
2016 Q1	$79.2M	Sell	1,444,002 -38,494	-3%	-$2.08M	12.07%	1
2015 Q4	$79.5M	Sell	1,482,496 -10,354	-0.7%	-$560K	11.96%	2
2015 Q3	$81.1M	Sell	1,492,850 -5,474	-0.4%	-$297K	12.51%	2
2015 Q2	$81.6M	Buy	1,498,324 +10,994	+0.7%	+$604K	12%	2
2015 Q1	$82.3M	Sell	1,487,330 -17,974	-1%	-$991K	11.91%	2
2014 Q4	$82.3M	Sell	1,505,304 -29,834	-2%	-$1.64M	12.18%	2
2014 Q3	$83.9M	Buy	1,535,138 +301,348	+24%	+$16.5M	12.78%	1
2014 Q2	$68M	Sell	1,233,790 -14,856	-1%	-$815K	10.34%	2
2014 Q1	$68.1M	Sell	1,248,646 -34,590	-3%	-$1.88M	10.58%	2
2013 Q4	$69.2M	Sell	1,283,236 -382,848	-23%	-$20.7M	11.64%	2
2013 Q3	$89.9M	Buy	1,666,084 +244,486	+17%	+$13.1M	15.3%	1
2013 Q2	$76.6M	Buy	+1,421,598	New	+$78.5M	13.65%	3

Other funds holding IGIB

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

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

UCFA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MMI

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

Simply Money Advisors's IGIB Position: Q1 2018 in Review

Simply Money Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 100% in Q1 2018, selling an estimated $74.8M and leaving 608 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #32.

Simply Money Advisors first reported a position in IGIB in Q2 2013 and has held it in 20 quarters since. The position peaked at $89.9M in Q3 2013. 386 funds tracked by Wall St. Rank hold IGIB as of Q1 2018.

Simply Money Advisors held 608 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $33K as of Q1 2018.
Simply Money Advisors sold 1,388,564 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $74.8M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Simply Money Advisors's portfolio in Q1 2018, its #32 holding.
Simply Money Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 20 quarters since.
Simply Money Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $89.9M in Q3 2013.
386 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.