Avantax Planning Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Avantax Planning Partners’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	-2,452	Closed	-$127K	–	716
2018 Q3	$127K	Sell	2,452 -4,030	-62%	-$209K	0.01%	298
2018 Q2	$336K	Sell	6,482 -1,412	-18%	-$73.2K	0.03%	166
2018 Q1	$410K	Sell	7,894 -1,886	-19%	-$98.1K	0.04%	195
2017 Q4	$511K	Sell	9,780 -7,664	-44%	-$402K	0.05%	165
2017 Q3	$919K	Buy	17,444 +68	+0.4%	+$3.58K	0.07%	129
2017 Q2	$915K	Sell	17,376 -2,824	-14%	-$149K	0.08%	116
2017 Q1	$1.06M	Sell	20,200 -1,660	-8%	-$87.2K	0.1%	95
2016 Q4	$1.15M	Buy	+21,860	New	+$1.15M	0.12%	78

Other funds holding IGSB

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

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Avantax Planning Partners's IGSB Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2018, closing a stake of 2,452 shares — an estimated $127K sold.

Avantax Planning Partners first reported a position in IGSB in Q4 2016 and held it in 8 quarters. The position peaked at $1.15M in Q4 2016. 567 funds tracked by Wall St. Rank hold IGSB as of Q4 2018.

Avantax Planning Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 2,452 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $127K.
Avantax Planning Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 8 quarters.
Avantax Planning Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.15M in Q4 2016.
567 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.