WFG Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

WFG Advisors’s Portfolio IGLB Stock Details IGLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$6K	Buy	91 +1	+1%	+$61	﹤0.01%	1245
2017 Q1	$5K	Buy	90 +1	+1%	+$59	﹤0.01%	1218
2016 Q4	$5K	Buy	89 +1	+1%	+$60	﹤0.01%	1264
2016 Q3	$6K	Buy	88 +1	+1%	+$63	﹤0.01%	1240
2016 Q2	$5K	Buy	87 +1	+1%	+$60	﹤0.01%	1241
2016 Q1	$5K	Sell	86 -86	-50%	-$4.87K	﹤0.01%	1192
2015 Q4	$10K	Buy	172 +40	+30%	+$2.27K	﹤0.01%	1076
2015 Q3	$8K	Hold	132	–	–	﹤0.01%	1145
2015 Q2	$8K	Sell	132 -56	-30%	-$3.34K	﹤0.01%	1245
2015 Q1	$12K	Sell	188 -25	-12%	-$1.57K	﹤0.01%	1143
2014 Q4	$13K	Buy	213 +101	+90%	+$6.14K	﹤0.01%	1362
2014 Q3	$7K	Buy	+112	New	+$6.76K	﹤0.01%	1579

Other funds holding IGLB

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

WFG Advisors's IGLB Position: Q2 2017 in Review

WFG Advisors increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 1.1% in Q2 2017, buying an estimated $61 and bringing the position to 91 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

WFG Advisors first reported a position in IGLB in Q3 2014 and has held it in 12 quarters since. The position peaked at $13K in Q4 2014. 85 funds tracked by Wall St. Rank hold IGLB as of Q2 2017.

WFG Advisors held 91 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $6K as of Q2 2017.
WFG Advisors bought 1 iShares 10+ Year Investment Grade Corporate Bond ETF share in Q2 2017, an estimated $61.
iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1245 holding.
WFG Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2014 and has held it in 12 quarters since.
WFG Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $13K in Q4 2014.
85 funds tracked by Wall St. Rank held iShares 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.