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

WealthShield’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	$651K	Buy	+12,462	New	+$654K	0.4%	53

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

WealthShield's IGSB Position: Q4 2017 in Review

WealthShield opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2017: 12,462 shares worth $651K. The stake represents 0.4% of the portfolio and ranks #53 among its holdings.

583 funds tracked by Wall St. Rank hold IGSB as of Q4 2017.

WealthShield held 12,462 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $651K as of Q4 2017.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new WealthShield position in Q4 2017.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.4% of WealthShield's portfolio in Q4 2017, its #53 holding.
583 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.