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Covenant Multifamily Offices’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Covenant Multifamily Offices’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
2019
Q2 		– Sell
-617
Closed -$33K – 192
2019
Q1 		$33K Buy
+617
New +$32.2K 0.01% 138

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Covenant Multifamily Offices's IGSB Position: Q2 2019 in Review

Covenant Multifamily Offices sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2019, closing a stake of 617 shares — an estimated $33K sold.

Covenant Multifamily Offices first reported a position in IGSB in Q1 2019 and held it in 1 quarter. The position peaked at $33K in Q1 2019. 589 funds tracked by Wall St. Rank hold IGSB as of Q2 2019.

  • Covenant Multifamily Offices reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Covenant Multifamily Offices sold 617 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $33K.
  • Covenant Multifamily Offices first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 1 quarter.
  • Covenant Multifamily Offices's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $33K in Q1 2019.
  • 589 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2019.

Based on Covenant Multifamily Offices's 13F filing for Q2 2019, filed 31 Jul 2019.