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Advisor Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Advisor Group’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
2019
Q4 		$15.6M Buy
291,329
+21,747
+8% +$1.17M 0.11% 171
2019
Q3 		$14.5M Buy
269,582
+34,874
+15% +$1.87M 0.11% 176
2019
Q2 		$12.5M Buy
234,708
+67,703
+41% +$3.58M 0.1% 186
2019
Q1 		$8.82M Buy
167,005
+14,094
+9% +$736K 0.07% 233
2018
Q4 		$7.9M Buy
152,911
+39,146
+34% +$2.02M 0.08% 219
2018
Q3 		$5.9M Buy
113,765
+26,417
+30% +$1.37M 0.06% 276
2018
Q2 		$4.53M Buy
87,348
+1,106
+1% +$57.3K 0.06% 272
2018
Q1 		$4.48M Buy
86,242
+2,284
+3% +$119K 0.06% 274
2017
Q4 		$4.39M Sell
83,958
-9,738
-10% -$511K 0.06% 297
2017
Q3 		$4.94M Sell
93,696
-4,528
-5% -$239K 0.08% 228
2017
Q2 		$5.17M Buy
98,224
+5,750
+6% +$303K 0.09% 215
2017
Q1 		$4.87M Buy
92,474
+4,230
+5% +$222K 0.1% 217
2016
Q4 		$4.63M Sell
88,244
-2,806
-3% -$148K 0.1% 208
2016
Q3 		$4.81M Sell
91,050
-4,944
-5% -$262K 0.12% 194
2016
Q2 		$5.09M Buy
+95,994
New +$5.07M 0.13% 174

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Group's IGSB Position: Q4 2019 in Review

Advisor Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.1% in Q4 2019, buying an estimated $1.17M and bringing the position to 291,329 shares worth $15.6M. The position accounts for 0.11% of the portfolio, ranked #171.

Advisor Group first reported a position in IGSB in Q2 2016 and has held it in 15 quarters since. 658 funds tracked by Wall St. Rank hold IGSB as of Q4 2019.

  • Advisor Group held 291,329 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $15.6M as of Q4 2019.
  • Advisor Group bought 21,747 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $1.17M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.11% of Advisor Group's portfolio in Q4 2019, its #171 holding.
  • Advisor Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • 658 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.