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

Wealthcare 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
2016 Q2	–	Sell	-4,326	Closed	-$228K	–	209
2016 Q1	$228K	Buy	+4,326	New	+$227K	0.03%	41
2015 Q2	–	Sell	-2,818	Closed	-$149K	–	623
2015 Q1	$149K	Buy	+2,818	New	+$148K	0.02%	117
2014 Q4	–	Sell	-156	Closed	-$8K	–	231
2014 Q3	$8K	Buy	+156	New	+$8.22K	﹤0.01%	174

Other funds holding IGSB

MMI

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Swiss Re Zurich, Switzerland $16.4M AUM

Wealthcare Capital Management's IGSB Position: Q2 2016 in Review

Wealthcare Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2016, closing a stake of 4,326 shares — an estimated $228K sold.

Wealthcare Capital Management first reported a position in IGSB in Q3 2014 and held it in 3 quarters. The position peaked at $228K in Q1 2016. 472 funds tracked by Wall St. Rank hold IGSB as of Q2 2016.

Wealthcare Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2016 after selling out during the quarter.
Wealthcare Capital Management sold 4,326 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2016, an estimated $228K.
Wealthcare Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2014 and held it in 3 quarters.
Wealthcare Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $228K in Q1 2016.
472 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2016.

Based on Wealthcare Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.