3LCM
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3D/L Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

3D/L Capital Management’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
2021
Q3 		– Sell
-4,752
Closed -$260K – 131
2021
Q2 		$260K Buy
4,752
+621
+15% +$34K 0.06% 110
2021
Q1 		$226K Buy
+4,131
New +$227K 0.06% 111

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

3D/L Capital Management's IGSB Position: Q3 2021 in Review

3D/L Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2021, closing a stake of 4,752 shares — an estimated $260K sold.

3D/L Capital Management first reported a position in IGSB in Q1 2021 and held it in 2 quarters. The position peaked at $260K in Q2 2021. 906 funds tracked by Wall St. Rank hold IGSB as of Q3 2021.

  • 3D/L Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • 3D/L Capital Management sold 4,752 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $260K.
  • 3D/L Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • 3D/L Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $260K in Q2 2021.
  • 906 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on 3D/L Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.