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Brandywine Oak Private Wealth’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-358
Closed -$18K – 401
2018
Q4 		$18K Buy
+358
New +$18.5K ﹤0.01% 456

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MMI
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brandywine Oak Private Wealth's IGSB Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2019, closing a stake of 358 shares — an estimated $18K sold.

Brandywine Oak Private Wealth first reported a position in IGSB in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 578 funds tracked by Wall St. Rank hold IGSB as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 358 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $18K.
  • Brandywine Oak Private Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $18K in Q4 2018.
  • 578 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.