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Badgley, Phelps & Bell’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Badgley, Phelps & Bell’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
2020
Q2 		– Sell
-4,119
Closed -$216K – 190
2020
Q1 		$216K Hold
4,119
– – 0.01% 172
2019
Q4 		$221K Hold
4,119
– – 0.01% 187
2019
Q3 		$221K Buy
+4,119
New +$220K 0.01% 183

Other funds holding IGSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Badgley, Phelps & Bell's IGSB Position: Q2 2020 in Review

Badgley, Phelps & Bell sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2020, closing a stake of 4,119 shares — an estimated $216K sold.

Badgley, Phelps & Bell first reported a position in IGSB in Q3 2019 and held it in 3 quarters. The position peaked at $221K in Q4 2019. 763 funds tracked by Wall St. Rank hold IGSB as of Q2 2020.

  • Badgley, Phelps & Bell reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 4,119 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $216K.
  • Badgley, Phelps & Bell first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
  • Badgley, Phelps & Bell's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $221K in Q4 2019.
  • 763 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2020, filed 5 Aug 2020.