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WA
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
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30.48%
1-Year Est. Return
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$3.26B AUM
12.5%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
T
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Boston, Massachusetts
$13.7B AUM
8.42%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
SR
Swiss Re
Zurich, Switzerland
$16.4M AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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