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

Willow Street 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
2013
Q3 		– Sell
-4,814
Closed -$253K – 146
2013
Q2 		$253K Buy
+4,814
New +$254K 0.16% 129

Other funds holding IGSB

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Willow Street Advisors's IGSB Position: Q3 2013 in Review

Willow Street Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2013, closing a stake of 4,814 shares — an estimated $253K sold.

Willow Street Advisors first reported a position in IGSB in Q2 2013 and held it in 1 quarter. The position peaked at $253K in Q2 2013. 355 funds tracked by Wall St. Rank hold IGSB as of Q3 2013.

  • Willow Street Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Willow Street Advisors sold 4,814 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2013, an estimated $253K.
  • Willow Street Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 1 quarter.
  • Willow Street Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $253K in Q2 2013.
  • 355 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2013.

Based on Willow Street Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.