TF
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Trutina Financial’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Trutina Financial’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
2013
Q4 		– Sell
-886
Closed -$48K – 108
2013
Q3 		$48K Buy
+886
New +$47.6K 0.05% 103

Other funds holding IGIB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Trutina Financial's IGIB Position: Q4 2013 in Review

Trutina Financial sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2013, closing a stake of 886 shares — an estimated $48K sold.

Trutina Financial first reported a position in IGIB in Q3 2013 and held it in 1 quarter. The position peaked at $48K in Q3 2013. 226 funds tracked by Wall St. Rank hold IGIB as of Q4 2013.

  • Trutina Financial reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Trutina Financial sold 886 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2013, an estimated $48K.
  • Trutina Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2013 and held it in 1 quarter.
  • Trutina Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $48K in Q3 2013.
  • 226 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2013.

Based on Trutina Financial's 13F filing for Q4 2013, filed 11 Feb 2014.