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

WFG Advisors’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
Q2 		$24K Buy
458
+400
+690% +$21.1K 0.01% 898
2017
Q1 		$3K Sell
58
-400
-87% -$21K ﹤0.01% 1285
2016
Q4 		$24K Hold
458
– – 0.01% 891
2016
Q3 		$24K Hold
458
– – 0.01% 903
2016
Q2 		$24K Buy
458
+400
+690% +$21.1K 0.01% 877
2016
Q1 		$3K Sell
58
-174
-75% -$9.12K ﹤0.01% 1280
2015
Q4 		$12K Buy
232
+204
+729% +$10.7K ﹤0.01% 1031
2015
Q3 		$1K Hold
28
– – ﹤0.01% 1500
2015
Q2 		$1K Sell
28
-200
-88% -$10.5K ﹤0.01% 1570
2015
Q1 		$12K Sell
228
-5,134
-96% -$270K ﹤0.01% 1144
2014
Q4 		$282K Sell
5,362
-4,230
-44% -$223K 0.06% 345
2014
Q3 		$505K Buy
9,592
+812
+9% +$42.8K 0.1% 254
2014
Q2 		$464K Buy
8,780
+410
+5% +$21.6K 0.09% 267
2014
Q1 		$441K Sell
8,370
-2,798
-25% -$148K 0.09% 264
2013
Q4 		$589K Sell
11,168
-844
-7% -$44.5K 0.08% 276
2013
Q3 		$632K Buy
12,012
+260
+2% +$13.6K 0.1% 234
2013
Q2 		$617K Buy
+11,752
New +$619K 0.1% 229

Other funds holding IGSB

BlackRock
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $1.1B AUM

WFG Advisors's IGSB Position: Q2 2017 in Review

WFG Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 690% in Q2 2017, buying an estimated $21.1K and bringing the position to 458 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #898.

WFG Advisors first reported a position in IGSB in Q2 2013 and has held it in 17 quarters since. The position peaked at $632K in Q3 2013. 526 funds tracked by Wall St. Rank hold IGSB as of Q2 2017.

  • WFG Advisors held 458 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $24K as of Q2 2017.
  • WFG Advisors bought 400 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $21.1K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #898 holding.
  • WFG Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $632K in Q3 2013.
  • 526 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2017.

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