Strategic Capital Alternatives’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Strategic Capital Alternatives’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
2016 Q1	$304K	Buy	+5,538	New	+$299K	4.82%	12
2015 Q3	$1.81M	Sell	33,328 -716	-2%	-$38.8K	0.38%	81
2015 Q2	$1.85M	Sell	34,044 -1,458	-4%	-$80K	0.45%	80
2015 Q1	$1.97M	Buy	+35,502	New	+$1.96M	0.49%	73

Other funds holding IGIB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Strategic Capital Alternatives's IGIB Position: Q1 2016 in Review

Strategic Capital Alternatives opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2016: 5,538 shares worth $304K. The stake represents 4.82% of the portfolio and ranks #12 among its holdings. This is a return to the name: Strategic Capital Alternatives previously reported a position in IGIB as recently as Q3 2015.

Strategic Capital Alternatives first reported a position in IGIB in Q1 2015 and has held it in 4 quarters since. The position peaked at $1.97M in Q1 2015. 296 funds tracked by Wall St. Rank hold IGIB as of Q1 2016.

Strategic Capital Alternatives held 5,538 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $304K as of Q1 2016.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Strategic Capital Alternatives position in Q1 2016.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 4.82% of Strategic Capital Alternatives's portfolio in Q1 2016, its #12 holding.
Strategic Capital Alternatives first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 4 quarters since.
Strategic Capital Alternatives's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.97M in Q1 2015.
296 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2016.

Based on Strategic Capital Alternatives's 13F filing for Q1 2016, filed 17 May 2016.