Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CAGAS
Capital Advisory Group Advisory Services’s
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
Stock Holding History
Capital Advisory Group Advisory Services’s Portfolio
IGSB Stock Details
IGSB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-1,249
Closed
-$68K
–
556
2021
Q2
$68K
Buy
+1,249
New
+$68.4K
0.02%
249
2020
Q1
–
Sell
-9,681
Closed
-$519K
–
454
2019
Q4
$519K
Buy
9,681
+81
+0.8%
+$4.34K
0.27%
55
2019
Q3
$515K
Sell
9,600
-110
-1%
-$5.88K
0.34%
45
2019
Q2
$519K
Hold
9,710
–
–
0.35%
44
2019
Q1
$513K
Hold
9,710
–
–
0.37%
43
2018
Q4
$502K
Hold
9,710
–
–
0.39%
41
2018
Q3
$504K
Hold
9,710
–
–
0.34%
46
2018
Q2
$504K
Hold
9,710
–
–
0.36%
44
2018
Q1
$504K
Buy
+9,710
New
+$505K
0.37%
44
Other funds holding IGSB
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
MMI
Matson Money Inc
Mason, Ohio
$3.26B AUM
12.5%
1-Year Est. Return
Members Trust
Tampa, Florida
$3.01B AUM
10.24%
1-Year Est. Return
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
B
Barings
Charlotte, North Carolina
$6.19B AUM
16.5%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close