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Simply Money Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Simply Money Advisors’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
2017
Q1 		– Sell
-341,214
Closed -$17.9M – 30
2016
Q4 		$17.9M Buy
341,214
+132,910
+64% +$6.99M 2.58% 12
2016
Q3 		$11M Sell
208,304
-235,572
-53% -$12.5M 1.7% 16
2016
Q2 		$23.5M Buy
443,876
+192,178
+76% +$10.1M 3.62% 13
2016
Q1 		$13.3M Buy
251,698
+2,138
+0.9% +$112K 2.02% 18
2015
Q4 		$13.1M Buy
249,560
+88
+0% +$4.62K 1.96% 16
2015
Q3 		$13.1M Buy
+249,472
New +$13.1M 2.02% 18
2014
Q3 		– Sell
-404,904
Closed -$21.4M – 26
2014
Q2 		$21.4M Sell
404,904
-34,642
-8% -$1.83M 3.25% 13
2014
Q1 		$23.2M Sell
439,546
-1,440
-0.3% -$75.9K 3.6% 14
2013
Q4 		$23.3M Buy
440,986
+10,476
+2% +$552K 3.91% 13
2013
Q3 		$22.7M Sell
430,510
-25,222
-6% -$1.32M 3.86% 12
2013
Q2 		$23.9M Buy
+455,732
New +$24M 4.27% 10

Other funds holding IGSB

BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simply Money Advisors's IGSB Position: Q1 2017 in Review

Simply Money Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2017, closing a stake of 341,214 shares — an estimated $17.9M sold.

Simply Money Advisors first reported a position in IGSB in Q2 2013 and held it in 11 quarters. The position peaked at $23.9M in Q2 2013. 521 funds tracked by Wall St. Rank hold IGSB as of Q1 2017.

  • Simply Money Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Simply Money Advisors sold 341,214 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $17.9M.
  • Simply Money Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 11 quarters.
  • Simply Money Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $23.9M in Q2 2013.
  • 521 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Simply Money Advisors's 13F filing for Q1 2017, filed 18 Apr 2017.