WA
IGSB icon

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 $3.26B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM