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Boys Arnold & Co’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Boys Arnold & Co’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
-128,120
Closed -$6.71M – 94
2020
Q1 		$6.71M Sell
128,120
-6,168
-5% -$328K 1.19% 18
2019
Q4 		$7.2M Buy
134,288
+7,420
+6% +$398K 0.98% 24
2019
Q3 		$6.8M Buy
126,868
+3,704
+3% +$198K 1.02% 21
2019
Q2 		$6.58M Buy
123,164
+11,568
+10% +$612K 0.96% 24
2019
Q1 		$5.89M Sell
111,596
-15
-0% -$783 0.88% 25
2018
Q4 		$5.76M Buy
111,611
+6,297
+6% +$325K 0.95% 22
2018
Q3 		$5.45M Buy
105,314
+3,700
+4% +$192K 0.76% 33
2018
Q2 		$5.27M Sell
101,614
-2,726
-3% -$141K 0.77% 32
2018
Q1 		$5.4M Sell
104,340
-19,066
-15% -$992K 0.79% 29
2017
Q4 		$6.45M Buy
123,406
+31,818
+35% +$1.67M 0.97% 23
2017
Q3 		$4.82M Sell
91,588
-17,310
-16% -$912K 0.77% 34
2017
Q2 		$5.73M Sell
108,898
-10,556
-9% -$556K 0.74% 29
2017
Q1 		$6.29M Sell
119,454
-6,758
-5% -$355K 0.99% 20
2016
Q4 		$6.62M Buy
126,212
+8,184
+7% +$430K 1.1% 20
2016
Q3 		$6.24M Sell
118,028
-20,116
-15% -$1.06M 1.07% 20
2016
Q2 		$7.33M Buy
138,144
+80,022
+138% +$4.22M 1.26% 15
2016
Q1 		$3.06M Sell
58,122
-223,370
-79% -$11.7M 1.21% 19
2015
Q4 		$14.7M Buy
281,492
+167,852
+148% +$8.81M 1.6% 13
2015
Q3 		$5.97M Buy
113,640
+22,450
+25% +$1.18M 1.25% 17
2015
Q2 		$4.8M Sell
91,190
-4,760
-5% -$251K 0.93% 31
2015
Q1 		$5.06M Sell
95,950
-4,630
-5% -$244K 0.96% 28
2014
Q4 		$5.29M Buy
100,580
+5,094
+5% +$268K 1.03% 25
2014
Q3 		$5.03M Sell
95,486
-710
-0.7% -$37.4K 0.99% 31
2014
Q2 		$5.08M Sell
96,196
-1,742
-2% -$91.9K 0.88% 37
2014
Q1 		$5.17M Sell
97,938
-8,068
-8% -$425K 0.94% 34
2013
Q4 		$5.59M Buy
106,006
+41,202
+64% +$2.17M 1.07% 30
2013
Q3 		$3.41M Buy
64,804
+12,462
+24% +$654K 0.71% 50
2013
Q2 		$2.75M Buy
+52,342
New +$2.76M 0.6% 58

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

Boys Arnold & Co's IGSB Position: Q2 2020 in Review

Boys Arnold & Co sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2020, closing a stake of 128,120 shares — an estimated $6.71M sold.

Boys Arnold & Co first reported a position in IGSB in Q2 2013 and held it in 28 quarters. The position peaked at $14.7M in Q4 2015. 763 funds tracked by Wall St. Rank hold IGSB as of Q2 2020.

  • Boys Arnold & Co reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 128,120 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $6.71M.
  • Boys Arnold & Co first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 28 quarters.
  • Boys Arnold & Co's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $14.7M in Q4 2015.
  • 763 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.