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Summit Trail Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Summit Trail Advisors’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
2018
Q1 		– Sell
-52
Closed -$3K – 1020
2017
Q4 		$3K Buy
+52
New +$2.73K ﹤0.01% 1549

Other funds holding IGSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM

Summit Trail Advisors's IGSB Position: Q1 2018 in Review

Summit Trail Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2018, closing a stake of 52 shares — an estimated $3K sold.

Summit Trail Advisors first reported a position in IGSB in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 565 funds tracked by Wall St. Rank hold IGSB as of Q1 2018.

  • Summit Trail Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 52 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $3K.
  • Summit Trail Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3K in Q4 2017.
  • 565 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.