WEC
IGLB icon

Winslow Evans & Crocker’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Winslow Evans & Crocker’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-546
Closed -$32K – 1124
2018
Q2 		$32K Sell
546
-430
-44% -$25.2K 0.01% 581
2018
Q1 		$58.8K Buy
976
+430
+79% +$26.1K 0.02% 454
2017
Q4 		$34.4K Buy
+546
New +$34.1K 0.01% 559

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Winslow Evans & Crocker's IGLB Position: Q3 2018 in Review

Winslow Evans & Crocker sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2018, closing a stake of 546 shares — an estimated $32K sold.

Winslow Evans & Crocker first reported a position in IGLB in Q4 2017 and held it in 3 quarters. The position peaked at $58.8K in Q1 2018. 74 funds tracked by Wall St. Rank hold IGLB as of Q3 2018.

  • Winslow Evans & Crocker reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 546 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $32K.
  • Winslow Evans & Crocker first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 3 quarters.
  • Winslow Evans & Crocker's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $58.8K in Q1 2018.
  • 74 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Winslow Evans & Crocker's 13F filing for Q3 2018, filed 15 Oct 2018.