Clear Perspectives Financial Planning’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Clear Perspectives Financial 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
2021 Q2	–	Sell	-1,375	Closed	-$75K	–	205
2021 Q1	$75K	Hold	1,375	–	–	0.04%	76
2020 Q4	$76K	Buy	+1,375	New	+$75.6K	0.05%	72

Other funds holding IGSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MMI

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clear Perspectives Financial Planning's IGSB Position: Q2 2021 in Review

Clear Perspectives Financial Planning sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2021, closing a stake of 1,375 shares — an estimated $75K sold.

Clear Perspectives Financial Planning first reported a position in IGSB in Q4 2020 and held it in 2 quarters. The position peaked at $76K in Q4 2020. 903 funds tracked by Wall St. Rank hold IGSB as of Q2 2021.

Clear Perspectives Financial Planning reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Clear Perspectives Financial Planning sold 1,375 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $75K.
Clear Perspectives Financial Planning first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
Clear Perspectives Financial Planning's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $76K in Q4 2020.
903 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2021, filed 5 Aug 2021.