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Stone Toro Investment Advisers’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Stone Toro Investment Advisers’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
2013
Q3 		– Sell
-20,130
Closed -$1.06M – 180
2013
Q2 		$1.06M Buy
+20,130
New +$1.06M 0.64% 35

Other funds holding IGSB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Stone Toro Investment Advisers's IGSB Position: Q3 2013 in Review

Stone Toro Investment Advisers sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2013, closing a stake of 20,130 shares — an estimated $1.06M sold.

Stone Toro Investment Advisers first reported a position in IGSB in Q2 2013 and held it in 1 quarter. The position peaked at $1.06M in Q2 2013. 355 funds tracked by Wall St. Rank hold IGSB as of Q3 2013.

  • Stone Toro Investment Advisers reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Stone Toro Investment Advisers sold 20,130 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2013, an estimated $1.06M.
  • Stone Toro Investment Advisers first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 1 quarter.
  • Stone Toro Investment Advisers's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.06M in Q2 2013.
  • 355 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2013.

Based on Stone Toro Investment Advisers's 13F filing for Q3 2013, filed 12 Nov 2013.