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WMS Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

WMS Partners’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
2013
Q3 		– Sell
-13,900
Closed -$749K – 210
2013
Q2 		$749K Buy
+13,900
New +$767K 0.14% 95

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WMS Partners's IGIB Position: Q3 2013 in Review

WMS Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2013, closing a stake of 13,900 shares — an estimated $749K sold.

WMS Partners first reported a position in IGIB in Q2 2013 and held it in 1 quarter. The position peaked at $749K in Q2 2013. 212 funds tracked by Wall St. Rank hold IGIB as of Q3 2013.

  • WMS Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2013 after selling out during the quarter.
  • WMS Partners sold 13,900 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2013, an estimated $749K.
  • WMS Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 1 quarter.
  • WMS Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $749K in Q2 2013.
  • 212 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2013.

Based on WMS Partners's 13F filing for Q3 2013, filed 15 Oct 2013.