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STALEY CAPITAL ADVISERS’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

STALEY CAPITAL ADVISERS’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
2014
Q3 		– Sell
-4,400
Closed -$242K – 136
2014
Q2 		$242K Sell
4,400
-1,100
-20% -$60.3K 0.03% 114
2014
Q1 		$300K Hold
5,500
– – 0.04% 105
2013
Q4 		$297K Hold
5,500
– – 0.04% 97
2013
Q3 		$297K Hold
5,500
– – 0.05% 91
2013
Q2 		$296K Buy
+5,500
New +$304K 0.05% 88

Other funds holding IGIB

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

STALEY CAPITAL ADVISERS's IGIB Position: Q3 2014 in Review

STALEY CAPITAL ADVISERS sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2014, closing a stake of 4,400 shares — an estimated $242K sold.

STALEY CAPITAL ADVISERS first reported a position in IGIB in Q2 2013 and held it in 5 quarters. The position peaked at $300K in Q1 2014. 236 funds tracked by Wall St. Rank hold IGIB as of Q3 2014.

  • STALEY CAPITAL ADVISERS reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
  • STALEY CAPITAL ADVISERS sold 4,400 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2014, an estimated $242K.
  • STALEY CAPITAL ADVISERS first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 5 quarters.
  • STALEY CAPITAL ADVISERS's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $300K in Q1 2014.
  • 236 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2014.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q3 2014, filed 12 Nov 2014.