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Bickling Financial Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bickling Financial Services’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
-5,697
Closed -$312K – 139
2021
Q1 		$312K Sell
5,697
-479
-8% -$26.3K 0.16% 85
2020
Q4 		$341K Buy
+6,176
New +$340K 0.21% 71

Other funds holding IGSB

Envestnet Asset Management
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Members Trust
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bickling Financial Services's IGSB Position: Q2 2021 in Review

Bickling Financial Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2021, closing a stake of 5,697 shares — an estimated $312K sold.

Bickling Financial Services first reported a position in IGSB in Q4 2020 and held it in 2 quarters. The position peaked at $341K in Q4 2020. 903 funds tracked by Wall St. Rank hold IGSB as of Q2 2021.

  • Bickling Financial Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Bickling Financial Services sold 5,697 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $312K.
  • Bickling Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Bickling Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $341K in Q4 2020.
  • 903 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Bickling Financial Services's 13F filing for Q2 2021, filed 16 Aug 2021.