Truepoint Inc’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Truepoint Inc’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
2017 Q2	–	Sell	-4,200	Closed	-$249K	–	104
2017 Q1	$249K	Hold	4,200	–	–	0.03%	84
2016 Q4	$248K	Buy	4,200 +800	+24%	+$47.8K	0.03%	78
2016 Q3	$215K	Sell	3,400 -3,000	-47%	-$190K	0.03%	71
2016 Q2	$401K	Hold	6,400	–	–	0.05%	54
2016 Q1	$379K	Buy	6,400 +1,000	+19%	+$56.6K	0.05%	55
2015 Q4	$301K	Buy	+5,400	New	+$307K	0.04%	53

Other funds holding IGLB

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

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

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

Truepoint Inc's IGLB Position: Q2 2017 in Review

Truepoint Inc sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2017, closing a stake of 4,200 shares — an estimated $249K sold.

Truepoint Inc first reported a position in IGLB in Q4 2015 and held it in 6 quarters. The position peaked at $401K in Q2 2016. 85 funds tracked by Wall St. Rank hold IGLB as of Q2 2017.

Truepoint Inc reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
Truepoint Inc sold 4,200 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $249K.
Truepoint Inc first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 6 quarters.
Truepoint Inc's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $401K in Q2 2016.
85 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2017.

Based on Truepoint Inc's 13F filing for Q2 2017, filed 4 Aug 2017.