Waller Financial Planning Group Inc. Has $22.33 Million Stake in iShares Investment Grade Bond Factor ETF (BATS:IGEB)

Waller Financial Planning Group Inc. grew its position in iShares Investment Grade Bond Factor ETF (BATS:IGEB) by 3.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 503,315 shares of the company’s stock after purchasing an additional 15,878 shares during the quarter. iShares Investment Grade Bond Factor ETF accounts for approximately 5.6% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 7th biggest holding. Waller Financial Planning Group Inc.’s holdings in iShares Investment Grade Bond Factor ETF were worth $22,327,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. Peapack Gladstone Financial Corp increased its holdings in iShares Investment Grade Bond Factor ETF by 23.6% in the 3rd quarter. Peapack Gladstone Financial Corp now owns 6,800 shares of the company’s stock worth $316,000 after buying an additional 1,300 shares in the last quarter. Wilmington Savings Fund Society FSB purchased a new position in shares of iShares Investment Grade Bond Factor ETF during the third quarter valued at approximately $26,000. World Investment Advisors LLC lifted its position in iShares Investment Grade Bond Factor ETF by 350.9% during the third quarter. World Investment Advisors LLC now owns 28,184 shares of the company’s stock valued at $1,310,000 after purchasing an additional 21,933 shares during the period. Coldstream Capital Management Inc. boosted its holdings in iShares Investment Grade Bond Factor ETF by 4.8% in the third quarter. Coldstream Capital Management Inc. now owns 5,355 shares of the company’s stock worth $249,000 after purchasing an additional 243 shares during the last quarter. Finally, High Falls Advisors Inc grew its position in iShares Investment Grade Bond Factor ETF by 2.9% in the 3rd quarter. High Falls Advisors Inc now owns 33,715 shares of the company’s stock worth $1,567,000 after purchasing an additional 954 shares during the period.

iShares Investment Grade Bond Factor ETF Price Performance

Shares of BATS IGEB traded up $0.01 during midday trading on Friday, hitting $44.37. 145,293 shares of the stock traded hands. iShares Investment Grade Bond Factor ETF has a one year low of $48.61 and a one year high of $50.95. The firm has a 50-day moving average of $44.97 and a two-hundred day moving average of $45.32.

iShares Investment Grade Bond Factor ETF Profile

The iShares Investment Grade Bond Factor ETF (IGEB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a broad-maturity, multi-factor, investment-grade bond index. The index selects and weights bonds based on default probability, default-adjusted spreads, and volatility.