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

Boston 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
2019
Q3 		$740K Buy
13,791
+566
+4% +$30.3K 0.04% 418
2019
Q2 		$707K Sell
13,225
-278
-2% -$14.7K 0.04% 423
2019
Q1 		$713K Sell
13,503
-349
-3% -$18.2K 0.04% 404
2018
Q4 		$715K Sell
13,852
-14,223
-51% -$733K 0.04% 395
2018
Q3 		$1.46M Sell
28,075
-1,179
-4% -$61.1K 0.06% 314
2018
Q2 		$1.52M Sell
29,254
-1,900
-6% -$98.5K 0.04% 303
2018
Q1 		$1.62M Sell
31,154
-1,118
-3% -$58.2K 0.04% 296
2017
Q4 		$1.69M Sell
32,272
-9,208
-22% -$483K 0.04% 296
2017
Q3 		$2.19M Buy
41,480
+580
+1% +$30.6K 0.05% 283
2017
Q2 		$2.15M Sell
40,900
-1,284
-3% -$67.6K 0.05% 292
2017
Q1 		$2.22M Buy
42,184
+4,220
+11% +$222K 0.05% 282
2016
Q4 		$1.99M Buy
37,964
+13,720
+57% +$722K 0.05% 293
2016
Q3 		$1.28M Sell
24,244
-8,034
-25% -$425K 0.03% 326
2016
Q2 		$1.71M Buy
32,278
+7,220
+29% +$381K 0.04% 284
2016
Q1 		$1.32M Buy
25,058
+1,186
+5% +$62.2K 0.03% 295
2015
Q4 		$1.25M Sell
23,872
-226
-0.9% -$11.9K 0.03% 302
2015
Q3 		$1.27M Buy
24,098
+1,070
+5% +$56.2K 0.05% 340
2015
Q2 		$1.21M Sell
23,028
-22,492
-49% -$1.19M 0.05% 270
2015
Q1 		$2.4M Buy
45,520
+202
+0.4% +$10.6K 0.09% 200
2014
Q4 		$2.38M Sell
45,318
-15,098
-25% -$795K 0.1% 190
2014
Q3 		$3.18M Buy
60,416
+598
+1% +$31.5K 0.14% 174
2014
Q2 		$3.16M Buy
59,818
+848
+1% +$44.7K 0.14% 180
2014
Q1 		$3.11M Buy
58,970
+4,856
+9% +$256K 0.14% 172
2013
Q4 		$2.85M Buy
54,114
+2,756
+5% +$145K 0.14% 153
2013
Q3 		$2.7M Sell
51,358
-5,560
-10% -$292K 0.14% 148
2013
Q2 		$2.99M Buy
+56,918
New +$3M 0.14% 129

Other funds holding IGSB

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Boston Advisors's IGSB Position: Q3 2019 in Review

Boston Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.3% in Q3 2019, buying an estimated $30.3K and bringing the position to 13,791 shares worth $740K. The position accounts for 0.04% of the portfolio, ranked #418.

Boston Advisors first reported a position in IGSB in Q2 2013 and has held it in 26 quarters since. The position peaked at $3.18M in Q3 2014. 612 funds tracked by Wall St. Rank hold IGSB as of Q3 2019.

  • Boston Advisors held 13,791 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $740K as of Q3 2019.
  • Boston Advisors bought 566 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $30.3K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Boston Advisors's portfolio in Q3 2019, its #418 holding.
  • Boston Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.18M in Q3 2014.
  • 612 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.