C.M. Bidwell & Associates’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

C.M. Bidwell & Associates’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 Q2	–	Sell	-4,000	Closed	-$211K	–	419
2019 Q1	$211K	Hold	4,000	–	–	0.21%	127
2018 Q4	$207K	Hold	4,000	–	–	0.22%	119
2018 Q3	$207K	Hold	4,000	–	–	0.2%	133
2018 Q2	$207K	Hold	4,000	–	–	0.19%	135
2018 Q1	$208K	Hold	4,000	–	–	0.19%	137
2017 Q4	$209K	Buy	+4,000	New	+$210K	0.18%	152

Other funds holding IGSB

MMI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

C.M. Bidwell & Associates's IGSB Position: Q2 2019 in Review

C.M. Bidwell & Associates sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2019, closing a stake of 4,000 shares — an estimated $211K sold.

C.M. Bidwell & Associates first reported a position in IGSB in Q4 2017 and held it in 6 quarters. The position peaked at $211K in Q1 2019. 589 funds tracked by Wall St. Rank hold IGSB as of Q2 2019.

C.M. Bidwell & Associates reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
C.M. Bidwell & Associates sold 4,000 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $211K.
C.M. Bidwell & Associates first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 6 quarters.
C.M. Bidwell & Associates's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $211K in Q1 2019.
589 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2019.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2019, filed 7 Aug 2019.