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

SPC Financial Inc’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 Q4	–	Sell	-7,250	Closed	-$383K	–	120
2016 Q3	$383K	Hold	7,250	–	–	0.12%	93
2016 Q2	$385K	Buy	7,250 +1,550	+27%	+$81.8K	0.14%	92
2016 Q1	$300K	Hold	5,700	–	–	0.11%	93
2015 Q4	$298K	Buy	5,700 +400	+8%	+$21K	0.12%	89
2015 Q3	$279K	Sell	5,300 -1,600	-23%	-$84.1K	0.12%	89
2015 Q2	$363K	Hold	6,900	–	–	0.1%	91
2015 Q1	$364K	Buy	+6,900	New	+$363K	0.1%	91

Other funds holding IGSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SPC Financial Inc's IGSB Position: Q4 2016 in Review

SPC Financial Inc sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2016, closing a stake of 7,250 shares — an estimated $383K sold.

SPC Financial Inc first reported a position in IGSB in Q1 2015 and held it in 7 quarters. The position peaked at $385K in Q2 2016. 518 funds tracked by Wall St. Rank hold IGSB as of Q4 2016.

SPC Financial Inc reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
SPC Financial Inc sold 7,250 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $383K.
SPC Financial Inc first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2015 and held it in 7 quarters.
SPC Financial Inc's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $385K in Q2 2016.
518 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2016.

Based on SPC Financial Inc's 13F filing for Q4 2016, filed 2 Feb 2017.