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

WealthTrust-Arizona’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 Q1	–	Sell	-278	Closed	-$15K	–	593
2015 Q4	$15K	Hold	278	–	–	0.01%	317
2015 Q3	$15K	Hold	278	–	–	0.01%	315
2015 Q2	$15K	Hold	278	–	–	0.01%	336
2015 Q1	$15K	Buy	+278	New	+$14.6K	0.01%	335
2014 Q3	–	Sell	-352	Closed	-$19K	–	648
2014 Q2	$19K	Sell	352 -50,302	-99%	-$2.65M	0.02%	292
2014 Q1	$2.67M	Buy	+50,654	New	+$2.67M	3.01%	8

Other funds holding IGSB

MMI

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

BlackRock New York $6.73T AUM 46.02% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Swiss Re Zurich, Switzerland $1.1B AUM

WealthTrust-Arizona's IGSB Position: Q1 2016 in Review

WealthTrust-Arizona sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2016, closing a stake of 278 shares — an estimated $15K sold.

WealthTrust-Arizona first reported a position in IGSB in Q1 2014 and held it in 6 quarters. The position peaked at $2.67M in Q1 2014. 460 funds tracked by Wall St. Rank hold IGSB as of Q1 2016.

WealthTrust-Arizona reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
WealthTrust-Arizona sold 278 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2016, an estimated $15K.
WealthTrust-Arizona first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2014 and held it in 6 quarters.
WealthTrust-Arizona's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.67M in Q1 2014.
460 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2016.

Based on WealthTrust-Arizona's 13F filing for Q1 2016, filed 26 Apr 2016.