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

Strategic Capital Group’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
2014
Q2 		– Sell
-27,164
Closed -$1.48M – 284
2014
Q1 		$1.48M Buy
27,164
+26,278
+2,966% +$1.43M 0.48% 70
2013
Q4 		$48K Sell
886
-24,998
-97% -$1.35M 0.04% 180
2013
Q3 		$1.4M Buy
+25,884
New +$1.39M 0.52% 74

Other funds holding IGIB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Strategic Capital Group's IGIB Position: Q2 2014 in Review

Strategic Capital Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2014, closing a stake of 27,164 shares — an estimated $1.48M sold.

Strategic Capital Group first reported a position in IGIB in Q3 2013 and held it in 3 quarters. The position peaked at $1.48M in Q1 2014. 230 funds tracked by Wall St. Rank hold IGIB as of Q2 2014.

  • Strategic Capital Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Strategic Capital Group sold 27,164 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2014, an estimated $1.48M.
  • Strategic Capital Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2013 and held it in 3 quarters.
  • Strategic Capital Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.48M in Q1 2014.
  • 230 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.