Brand Asset Management Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Brand Asset Management Group’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 Q1	–	Sell	-1,876	Closed	-$101K	–	292
2019 Q4	$101K	Hold	1,876	–	–	0.06%	94
2019 Q3	$101K	Buy	1,876 +563	+43%	+$30.1K	0.07%	95
2019 Q2	$70K	Buy	+1,313	New	+$69.4K	0.05%	114
2019 Q1	–	Sell	-1,644	Closed	-$85K	–	311
2018 Q4	$85K	Sell	1,644 -250	-13%	-$12.9K	0.07%	85
2018 Q3	$98K	Hold	1,894	–	–	0.07%	85
2018 Q2	$98K	Buy	+1,894	New	+$98.2K	0.07%	86

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brand Asset Management Group's IGSB Position: Q1 2020 in Review

Brand Asset Management Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2020, closing a stake of 1,876 shares — an estimated $101K sold.

Brand Asset Management Group first reported a position in IGSB in Q2 2018 and held it in 6 quarters. The position peaked at $101K in Q4 2019. 661 funds tracked by Wall St. Rank hold IGSB as of Q1 2020.

Brand Asset Management Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Brand Asset Management Group sold 1,876 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $101K.
Brand Asset Management Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2018 and held it in 6 quarters.
Brand Asset Management Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $101K in Q4 2019.
661 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Brand Asset Management Group's 13F filing for Q1 2020, filed 23 Apr 2020.