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Winch Advisory Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Winch Advisory Services’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
2015
Q2 		– Sell
-42
Closed -$2K – 314
2015
Q1 		$2K Buy
+42
New +$2.31K ﹤0.01% 275

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Morgan Stanley
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CC
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BlackRock
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Goldman Sachs
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Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Winch Advisory Services's IGIB Position: Q2 2015 in Review

Winch Advisory Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2015, closing a stake of 42 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in IGIB in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 253 funds tracked by Wall St. Rank hold IGIB as of Q2 2015.

  • Winch Advisory Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Winch Advisory Services sold 42 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2015, an estimated $2K.
  • Winch Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2015 and held it in 1 quarter.
  • Winch Advisory Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2K in Q1 2015.
  • 253 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2015.

Based on Winch Advisory Services's 13F filing for Q2 2015, filed 11 Aug 2015.