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Steel Grove Capital Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Steel Grove Capital 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
2014
Q2 		– Sell
-9,914
Closed -$523K – 140
2014
Q1 		$523K Buy
+9,914
New +$523K 0.13% 87

Other funds holding IGSB

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Bank of America
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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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Steel Grove Capital Advisors's IGSB Position: Q2 2014 in Review

Steel Grove Capital Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2014, closing a stake of 9,914 shares — an estimated $523K sold.

Steel Grove Capital Advisors first reported a position in IGSB in Q1 2014 and held it in 1 quarter. The position peaked at $523K in Q1 2014. 404 funds tracked by Wall St. Rank hold IGSB as of Q2 2014.

  • Steel Grove Capital Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 9,914 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2014, an estimated $523K.
  • Steel Grove Capital Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2014 and held it in 1 quarter.
  • Steel Grove Capital Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $523K in Q1 2014.
  • 404 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2014.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2014, filed 5 Aug 2014.