Whitener Capital Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Whitener Capital Management’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
2018 Q4	–	Sell	-192	Closed	-$10K	–	451
2018 Q3	$10K	Buy	+192	New	+$10.2K	0.01%	333
2018 Q2	–	Sell	-192	Closed	-$10K	–	241
2018 Q1	$10K	Hold	192	–	–	0.01%	332
2017 Q4	$10K	Buy	+192	New	+$10.5K	0.01%	321

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

MMI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

Whitener Capital Management's IGIB Position: Q4 2018 in Review

Whitener Capital Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2018, closing a stake of 192 shares — an estimated $10K sold.

Whitener Capital Management first reported a position in IGIB in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 381 funds tracked by Wall St. Rank hold IGIB as of Q4 2018.

Whitener Capital Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Whitener Capital Management sold 192 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $10K.
Whitener Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 3 quarters.
Whitener Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $10K in Q3 2018.
381 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Whitener Capital Management's 13F filing for Q4 2018, filed 6 Feb 2019.