Clarius Group LLC’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Clarius Group LLC’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	-4,807	Closed	-$263K	–	311
2020 Q2	$263K	Hold	4,807	–	–	0.04%	226
2020 Q1	$252K	Hold	4,807	–	–	0.05%	207
2019 Q4	$258K	Hold	4,807	–	–	0.04%	237
2019 Q3	$258K	Buy	+4,807	New	+$257K	0.05%	220
2016 Q4	–	Sell	-6,904	Closed	-$365K	–	91
2016 Q3	$365K	Buy	+6,904	New	+$365K	0.17%	57

Other funds holding IGSB

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

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

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

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

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

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

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

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

MYLI

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

Clarius Group LLC's IGSB Position: Q3 2020 in Review

Clarius Group LLC sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2020, closing a stake of 4,807 shares — an estimated $263K sold.

Clarius Group LLC first reported a position in IGSB in Q3 2016 and held it in 5 quarters. The position peaked at $365K in Q3 2016. 788 funds tracked by Wall St. Rank hold IGSB as of Q3 2020.

Clarius Group LLC reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Clarius Group LLC sold 4,807 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $263K.
Clarius Group LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2016 and held it in 5 quarters.
Clarius Group LLC's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $365K in Q3 2016.
788 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Clarius Group LLC's 13F filing for Q3 2020, filed 9 Oct 2020.