WFG Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

WFG Advisors’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$11K	Buy	+200	New	+$11K	﹤0.01%	1112
2017 Q1	–	Sell	-200	Closed	-$11K	–	1570
2016 Q4	$11K	Hold	200	–	–	﹤0.01%	1077
2016 Q3	$11K	Hold	200	–	–	﹤0.01%	1096
2016 Q2	$11K	Buy	+200	New	+$11K	﹤0.01%	1070
2015 Q2	–	Sell	-900	Closed	-$50K	–	1733
2015 Q1	$50K	Sell	900 -602	-40%	-$33.2K	0.01%	731
2014 Q4	$82K	Buy	1,502 +74	+5%	+$4.06K	0.02%	702
2014 Q3	$78K	Sell	1,428 -198	-12%	-$10.9K	0.01%	748
2014 Q2	$90K	Hold	1,626	–	–	0.02%	695
2014 Q1	$89K	Sell	1,626 -186	-10%	-$10.1K	0.02%	682
2013 Q4	$98K	Buy	1,812 +1,778	+5,229%	+$96.3K	0.01%	749
2013 Q3	$2K	Buy	34 +12	+55%	+$645	﹤0.01%	1932
2013 Q2	$1K	Buy	+22	New	+$1.21K	﹤0.01%	1953

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MMI

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

WFG Advisors's IGIB Position: Q2 2017 in Review

WFG Advisors opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2017: 200 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1112 among its holdings. This is a return to the name: WFG Advisors previously reported a position in IGIB as recently as Q4 2016.

WFG Advisors first reported a position in IGIB in Q2 2013 and has held it in 12 quarters since. The position peaked at $98K in Q4 2013. 341 funds tracked by Wall St. Rank hold IGIB as of Q2 2017.

WFG Advisors held 200 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $11K as of Q2 2017.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new WFG Advisors position in Q2 2017.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1112 holding.
WFG Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 12 quarters since.
WFG Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $98K in Q4 2013.
341 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.