Aevitas Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Aevitas Wealth 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
2018 Q4	–	Sell	-630	Closed	-$33K	–	428
2018 Q3	$33K	Hold	630	–	–	0.03%	232
2018 Q2	$33K	Hold	630	–	–	0.03%	231
2018 Q1	$33K	Hold	630	–	–	0.03%	210
2017 Q4	$33K	Buy	+630	New	+$33K	0.03%	212

Other funds holding IGSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Aevitas Wealth Management's IGSB Position: Q4 2018 in Review

Aevitas Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2018, closing a stake of 630 shares — an estimated $33K sold.

Aevitas Wealth Management first reported a position in IGSB in Q4 2017 and held it in 4 quarters. The position peaked at $33K in Q3 2018. 568 funds tracked by Wall St. Rank hold IGSB as of Q4 2018.

Aevitas Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Aevitas Wealth Management sold 630 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $33K.
Aevitas Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
Aevitas Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $33K in Q3 2018.
568 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.