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Bay Colony Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bay Colony Advisors’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
Q3 		– Sell
-5,226
Closed -$286K – 257
2020
Q2 		$286K Buy
+5,226
New +$282K 0.21% 140
2020
Q1 		– Sell
-3,961
Closed -$213K – 208
2019
Q4 		$213K Buy
+3,961
New +$212K 0.14% 240
2019
Q3 		– Sell
-3,977
Closed -$213K – 262
2019
Q2 		$213K Sell
3,977
-703
-15% -$37.2K 0.14% 195
2019
Q1 		$247K Buy
+4,680
New +$244K 0.16% 169
2018
Q3 		– Sell
-610
Closed -$32K – 525
2018
Q2 		$32K Buy
+610
New +$31.6K 0.02% 444

Other funds holding IGSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return