Archford Capital Strategies’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Archford Capital Strategies’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	-4,187	Closed	-$229K	–	306
2021 Q1	$229K	Sell	4,187 -6,303	-60%	-$346K	0.06%	251
2020 Q4	$578K	Sell	10,490 -93	-0.9%	-$5.11K	0.13%	177
2020 Q3	$581K	Buy	10,583 +1,446	+16%	+$79.4K	0.16%	157
2020 Q2	$500K	Buy	+9,137	New	+$492K	0.15%	155
2017 Q2	–	Sell	-400	Closed	-$21K	–	387
2017 Q1	$21K	Hold	400	–	–	0.01%	364
2016 Q4	$20K	Hold	400	–	–	0.01%	322
2016 Q3	$21K	Hold	400	–	–	0.01%	322
2016 Q2	$21K	Buy	+400	New	+$21.1K	0.01%	326

Other funds holding IGSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

FRBONY

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Archford Capital Strategies's IGSB Position: Q2 2021 in Review

Archford Capital Strategies sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2021, closing a stake of 4,187 shares — an estimated $229K sold.

Archford Capital Strategies first reported a position in IGSB in Q2 2016 and held it in 8 quarters. The position peaked at $581K in Q3 2020. 904 funds tracked by Wall St. Rank hold IGSB as of Q2 2021.

Archford Capital Strategies reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Archford Capital Strategies sold 4,187 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $229K.
Archford Capital Strategies first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2016 and held it in 8 quarters.
Archford Capital Strategies's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $581K in Q3 2020.
904 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Archford Capital Strategies's 13F filing for Q2 2021, filed 23 Jul 2021.