UFA
IGLB icon

US Financial Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-182
Closed -$11K – 188
2016
Q1 		$11K Buy
+182
New +$10.3K 0.02% 205

Other funds holding IGLB

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

US Financial Advisors's IGLB Position: Q2 2016 in Review

US Financial Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2016, closing a stake of 182 shares — an estimated $11K sold.

US Financial Advisors first reported a position in IGLB in Q1 2016 and held it in 1 quarter. The position peaked at $11K in Q1 2016. 98 funds tracked by Wall St. Rank hold IGLB as of Q2 2016.

  • US Financial Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 182 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2016, an estimated $11K.
  • US Financial Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 1 quarter.
  • US Financial Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $11K in Q1 2016.
  • 98 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.