Summit Securities Group’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Summit Securities Group’s Portfolio IGLB Stock Details IGLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-5,000	Closed	-$302K	–	354
2019 Q1	$302K	Buy	+5,000	New	+$290K	0.06%	160
2016 Q2	–	Sell	-20,000	Closed	-$1.19M	–	265
2016 Q1	$1.19M	Buy	+20,000	New	+$1.13M	0.83%	36
2015 Q4	–	Sell	-5,000	Closed	-$285K	–	360
2015 Q3	$285K	Buy	5,000 +100	+2%	+$5.72K	0.21%	64
2015 Q2	$280K	Sell	4,900 -5,100	-51%	-$304K	0.14%	57
2015 Q1	$626K	Sell	10,000 -21,047	-68%	-$1.32M	0.47%	32
2014 Q4	$1.91M	Buy	+31,047	New	+$1.89M	0.55%	36
2014 Q3	–	Sell	-5,958	Closed	-$361K	–	750
2014 Q2	$361K	Buy	+5,958	New	+$355K	0.12%	111

Other funds holding IGLB

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Securities Group's IGLB Position: Q2 2019 in Review

Summit Securities Group sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2019, closing a stake of 5,000 shares — an estimated $302K sold.

Summit Securities Group first reported a position in IGLB in Q2 2014 and held it in 7 quarters. The position peaked at $1.91M in Q4 2014. 92 funds tracked by Wall St. Rank hold IGLB as of Q2 2019.

Summit Securities Group reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Summit Securities Group sold 5,000 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $302K.
Summit Securities Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2014 and held it in 7 quarters.
Summit Securities Group's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.91M in Q4 2014.
92 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2019.

Based on Summit Securities Group's 13F filing for Q2 2019, filed 16 Jul 2019.