Cascadia Advisory Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Cascadia Advisory Services’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 Q3	$635K	Sell	11,618 -3,953	-25%	-$217K	0.13%	159
2021 Q2	$853K	Buy	15,571 +2,440	+19%	+$134K	0.18%	129
2021 Q1	$718K	Buy	+13,131	New	+$721K	0.16%	138
2020 Q3	$1.52M	Buy	27,647 +8,846	+47%	+$486K	0.43%	69
2020 Q2	$1.03M	Buy	+18,801	New	+$1.01M	0.31%	87

Other funds holding IGSB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

MMI

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Cascadia Advisory Services's IGSB Position: Q3 2021 in Review

Cascadia Advisory Services reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 25% in Q3 2021, selling an estimated $217K and leaving 11,618 shares worth $635K. The position accounts for 0.13% of the portfolio, ranked #159.

Cascadia Advisory Services first reported a position in IGSB in Q2 2020 and has held it in 5 quarters since. The position peaked at $1.52M in Q3 2020. 907 funds tracked by Wall St. Rank hold IGSB as of Q3 2021.

Cascadia Advisory Services held 11,618 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $635K as of Q3 2021.
Cascadia Advisory Services sold 3,953 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $217K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.13% of Cascadia Advisory Services's portfolio in Q3 2021, its #159 holding.
Cascadia Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 5 quarters since.
Cascadia Advisory Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.52M in Q3 2020.
907 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.