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Strategic Capital Alternatives’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$226K Sell
4,304
-4,216
-49% -$222K 0.05% 178
2015
Q2 		$449K Sell
8,520
-1,036
-11% -$54.6K 0.11% 137
2015
Q1 		$504K Buy
+9,556
New +$503K 0.13% 121
2014
Q4 		– Sell
-4,260
Closed -$224K – 206
2014
Q3 		$224K Buy
+4,260
New +$225K 0.08% 125

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UCFA
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Wells Fargo
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Morgan Stanley
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UBS Group
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PNC Financial Services Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return