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BTR Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

BTR Capital Management’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
Q4 		– Sell
-19,548
Closed -$1.07M – 175
2021
Q3 		$1.07M Hold
19,548
– – 0.13% 81
2021
Q2 		$1.07M Buy
+19,548
New +$1.07M 0.13% 82

Other funds holding IGSB

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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

BTR Capital Management's IGSB Position: Q4 2021 in Review

BTR Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2021, closing a stake of 19,548 shares — an estimated $1.07M sold.

BTR Capital Management first reported a position in IGSB in Q2 2021 and held it in 2 quarters. The position peaked at $1.07M in Q2 2021. 945 funds tracked by Wall St. Rank hold IGSB as of Q4 2021.

  • BTR Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • BTR Capital Management sold 19,548 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $1.07M.
  • BTR Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
  • BTR Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.07M in Q2 2021.
  • 945 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on BTR Capital Management's 13F filing for Q4 2021, filed 2 Feb 2022.