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

Berkshire Bank’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
Q4 		– Sell
-5,458
Closed -$300K – 130
2020
Q3 		$300K Buy
+5,458
New +$300K 0.08% 115

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Berkshire Bank's IGSB Position: Q4 2020 in Review

Berkshire Bank sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2020, closing a stake of 5,458 shares — an estimated $300K sold.

Berkshire Bank first reported a position in IGSB in Q3 2020 and held it in 1 quarter. The position peaked at $300K in Q3 2020. 889 funds tracked by Wall St. Rank hold IGSB as of Q4 2020.

  • Berkshire Bank reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Berkshire Bank sold 5,458 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $300K.
  • Berkshire Bank first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Berkshire Bank's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $300K in Q3 2020.
  • 889 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Berkshire Bank's 13F filing for Q4 2020, filed 27 Jan 2021.