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Stevens First Principles Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Stevens First Principles Investment 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
2017
Q3 		– Sell
-42
Closed -$2K – 181
2017
Q2 		$2K Buy
+42
New +$2.21K ﹤0.01% 170

Other funds holding IGSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Stevens First Principles Investment Advisors's IGSB Position: Q3 2017 in Review

Stevens First Principles Investment Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2017, closing a stake of 42 shares — an estimated $2K sold.

Stevens First Principles Investment Advisors first reported a position in IGSB in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 534 funds tracked by Wall St. Rank hold IGSB as of Q3 2017.

  • Stevens First Principles Investment Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 42 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2017, an estimated $2K.
  • Stevens First Principles Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 1 quarter.
  • Stevens First Principles Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2K in Q2 2017.
  • 534 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2017.

Based on Stevens First Principles Investment Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.