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

Anchor Investment 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 Q2	–	Sell	-1,238	Closed	-$67.7K	–	971
2021 Q1	$67.7K	Hold	1,238	–	–	0.01%	475
2020 Q4	$68.3K	Hold	1,238	–	–	0.01%	424
2020 Q3	$68K	Hold	1,238	–	–	0.01%	405
2020 Q2	$67.7K	Hold	1,238	–	–	0.02%	389
2020 Q1	$64.8K	Hold	1,238	–	–	0.02%	386
2019 Q4	$66.4K	Hold	1,238	–	–	0.01%	427
2019 Q3	$66.4K	Hold	1,238	–	–	0.02%	421
2019 Q2	$66.2K	Hold	1,238	–	–	0.02%	421
2019 Q1	$65.4K	Hold	1,238	–	–	0.02%	414
2018 Q4	$63.9K	Sell	1,238 -1,238	-50%	-$63.8K	0.02%	402
2018 Q3	$128K	Hold	2,476	–	–	0.03%	345
2018 Q2	$128K	Hold	2,476	–	–	0.03%	358
2018 Q1	$129K	Hold	2,476	–	–	0.03%	349
2017 Q4	$129K	Hold	2,476	–	–	0.03%	337
2017 Q3	$130K	Hold	2,476	–	–	0.04%	310
2017 Q2	$130K	Hold	2,476	–	–	0.04%	290
2017 Q1	$130K	Hold	2,476	–	–	0.04%	288
2016 Q4	$130K	Hold	2,476	–	–	0.05%	274
2016 Q3	$131K	Hold	2,476	–	–	0.05%	261
2016 Q2	$131K	Hold	2,476	–	–	0.05%	259
2016 Q1	$131K	Buy	+2,476	New	+$130K	0.05%	254

Other funds holding IGSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

MMI

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Anchor Investment Management's IGSB Position: Q2 2021 in Review

Anchor Investment Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2021, closing a stake of 1,238 shares — an estimated $67.7K sold.

Anchor Investment Management first reported a position in IGSB in Q1 2016 and held it in 21 quarters. The position peaked at $131K in Q2 2016. 904 funds tracked by Wall St. Rank hold IGSB as of Q2 2021.

Anchor Investment Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Anchor Investment Management sold 1,238 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $67.7K.
Anchor Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 21 quarters.
Anchor Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $131K in Q2 2016.
904 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Anchor Investment Management's 13F filing for Q2 2021, filed 2 Jan 2024.