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Stanford Investment Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Stanford Investment Group’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
-890
Closed -$47K – 137
2016
Q4 		$47K Hold
890
– – 0.02% 147
2016
Q3 		$47K Hold
890
– – 0.02% 157
2016
Q2 		$47K Buy
+890
New +$47K 0.02% 148
2015
Q3 		– Sell
-666
Closed -$35K – 352
2015
Q2 		$35K Buy
+666
New +$35.1K 0.03% 166

Other funds holding IGSB

BlackRock
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stanford Investment Group's IGSB Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2017, closing a stake of 890 shares — an estimated $47K sold.

Stanford Investment Group first reported a position in IGSB in Q2 2015 and held it in 4 quarters. The position peaked at $47K in Q4 2016. 523 funds tracked by Wall St. Rank hold IGSB as of Q1 2017.

  • Stanford Investment Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 890 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $47K.
  • Stanford Investment Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2015 and held it in 4 quarters.
  • Stanford Investment Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $47K in Q4 2016.
  • 523 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.