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Smith & Howard Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Smith & Howard Wealth Management’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
2016
Q1 		– Sell
-62,310
Closed -$3.26M – 67
2015
Q4 		$3.26M Buy
+62,310
New +$3.27M 1.59% 12

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM

Smith & Howard Wealth Management's IGSB Position: Q1 2016 in Review

Smith & Howard Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2016, closing a stake of 62,310 shares — an estimated $3.26M sold.

Smith & Howard Wealth Management first reported a position in IGSB in Q4 2015 and held it in 1 quarter. The position peaked at $3.26M in Q4 2015. 458 funds tracked by Wall St. Rank hold IGSB as of Q1 2016.

  • Smith & Howard Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 62,310 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2016, an estimated $3.26M.
  • Smith & Howard Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 1 quarter.
  • Smith & Howard Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.26M in Q4 2015.
  • 458 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2016.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2016, filed 12 May 2016.