Winch Advisory Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Winch Advisory Services’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
2016 Q3	–	Sell	-80	Closed	-$4K	–	281
2016 Q2	$4K	Hold	80	–	–	﹤0.01%	194
2016 Q1	$4K	Hold	80	–	–	0.01%	165
2015 Q4	$4K	Buy	+80	New	+$4.2K	﹤0.01%	182

Other funds holding IGSB

MMI

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Swiss Re Zurich, Switzerland $1.1B AUM

Winch Advisory Services's IGSB Position: Q3 2016 in Review

Winch Advisory Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2016, closing a stake of 80 shares — an estimated $4K sold.

Winch Advisory Services first reported a position in IGSB in Q4 2015 and held it in 3 quarters. The position peaked at $4K in Q2 2016. 479 funds tracked by Wall St. Rank hold IGSB as of Q3 2016.

Winch Advisory Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
Winch Advisory Services sold 80 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2016, an estimated $4K.
Winch Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 3 quarters.
Winch Advisory Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4K in Q2 2016.
479 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2016.

Based on Winch Advisory Services's 13F filing for Q3 2016, filed 2 Nov 2016.