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

Tradewinds Capital Management’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
2017 Q4	–	Sell	-38	Closed	-$2K	–	714
2017 Q3	$2K	Buy	+38	New	+$2K	﹤0.01%	581
2016 Q1	–	Sell	-30	Closed	-$2K	–	659
2015 Q4	$2K	Hold	30	–	–	﹤0.01%	537
2015 Q3	$2K	Buy	+30	New	+$1.58K	﹤0.01%	536

Other funds holding IGSB

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

Swiss Re Zurich, Switzerland $1.1B AUM

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Tradewinds Capital Management's IGSB Position: Q4 2017 in Review

Tradewinds Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2017, closing a stake of 38 shares — an estimated $2K sold.

Tradewinds Capital Management first reported a position in IGSB in Q3 2015 and held it in 3 quarters. The position peaked at $2K in Q3 2017. 583 funds tracked by Wall St. Rank hold IGSB as of Q4 2017.

Tradewinds Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Tradewinds Capital Management sold 38 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $2K.
Tradewinds Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2015 and held it in 3 quarters.
Tradewinds Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2K in Q3 2017.
583 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Tradewinds Capital Management's 13F filing for Q4 2017, filed 1 Feb 2018.