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

Capital Wealth Planning’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
Q1 		– Sell
-4,201
Closed -$225K – 251
2019
Q4 		$225K Hold
4,201
– – 0.01% 179
2019
Q3 		$226K Hold
4,201
– – 0.01% 227
2019
Q2 		$225K Buy
+4,201
New +$222K 0.02% 217

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Wealth Planning's IGSB Position: Q1 2020 in Review

Capital Wealth Planning sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2020, closing a stake of 4,201 shares — an estimated $225K sold.

Capital Wealth Planning first reported a position in IGSB in Q2 2019 and held it in 3 quarters. The position peaked at $226K in Q3 2019. 662 funds tracked by Wall St. Rank hold IGSB as of Q1 2020.

  • Capital Wealth Planning reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 4,201 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $225K.
  • Capital Wealth Planning first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
  • Capital Wealth Planning's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $226K in Q3 2019.
  • 662 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Capital Wealth Planning's 13F filing for Q1 2020, filed 30 Apr 2020.