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

CMH Wealth Management’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
2018
Q3 		– Sell
-19,000
Closed -$983K – 59
2018
Q2 		$983K Hold
19,000
– – 0.56% 53
2018
Q1 		$985K Buy
+19,000
New +$989K 0.66% 47

Other funds holding IGSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CMH Wealth Management's IGSB Position: Q3 2018 in Review

CMH Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2018, closing a stake of 19,000 shares — an estimated $983K sold.

CMH Wealth Management first reported a position in IGSB in Q1 2018 and held it in 2 quarters. The position peaked at $985K in Q1 2018. 535 funds tracked by Wall St. Rank hold IGSB as of Q3 2018.

  • CMH Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • CMH Wealth Management sold 19,000 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $983K.
  • CMH Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 2 quarters.
  • CMH Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $985K in Q1 2018.
  • 535 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2018.

Based on CMH Wealth Management's 13F filing for Q3 2018, filed 29 Oct 2018.