CWM
IGSB icon

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

Campbell Wealth 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
2020
Q3 		– Sell
-346
Closed -$19K – 191
2020
Q2 		$19K Buy
+346
New +$18.6K ﹤0.01% 214

Other funds holding IGSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Campbell Wealth Management's IGSB Position: Q3 2020 in Review

Campbell Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2020, closing a stake of 346 shares — an estimated $19K sold.

Campbell Wealth Management first reported a position in IGSB in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 788 funds tracked by Wall St. Rank hold IGSB as of Q3 2020.

  • Campbell Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 346 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $19K.
  • Campbell Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $19K in Q2 2020.
  • 788 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.