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

Cypress Wealth Advisors’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 Q1	$424K	Sell	8,022 -538	-6%	-$28.1K	0.49%	56
2018 Q4	$442K	Sell	8,560 -2,740	-24%	-$141K	0.61%	47
2018 Q3	$586K	Hold	11,300	–	–	0.62%	49
2018 Q2	$586K	Sell	11,300 -2,392	-17%	-$124K	0.63%	50
2018 Q1	$711K	Sell	13,692 -11,764	-46%	-$612K	0.77%	45
2017 Q4	$1.33M	Buy	25,456 +3,760	+17%	+$197K	1.28%	30
2017 Q3	$1.14M	Sell	21,696 -41,954	-66%	-$2.21M	1.85%	15
2017 Q2	$3.35M	Sell	63,650 -112,874	-64%	-$5.94M	3.91%	5
2017 Q1	$9.29M	Sell	176,524 -27,544	-13%	-$1.45M	4.24%	3
2016 Q4	$10.7M	Sell	204,068 -29,232	-13%	-$1.54M	4.89%	2
2016 Q3	$12.3M	Buy	233,300 +4,076	+2%	+$216K	5.56%	2
2016 Q2	$12.2M	Sell	229,224 -68,196	-23%	-$3.6M	6.01%	2
2016 Q1	$15.7M	Buy	297,420 +37,474	+14%	+$1.96M	7.18%	1
2015 Q4	$13.6M	Buy	259,946 +20,894	+9%	+$1.1M	6.89%	2
2015 Q3	$12.6M	Buy	239,052 +79,436	+50%	+$4.17M	6.8%	2
2015 Q2	$8.41M	Buy	+159,616	New	+$8.41M	4.92%	2

Other funds holding IGSB

BlackRock New York $5.72T AUM 30.48% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cypress Wealth Advisors's IGSB Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.3% in Q1 2019, selling an estimated $28.1K and leaving 8,022 shares worth $424K. The position accounts for 0.49% of the portfolio, ranked #56.

Cypress Wealth Advisors first reported a position in IGSB in Q2 2015 and has held it in 16 quarters since. The position peaked at $15.7M in Q1 2016. 578 funds tracked by Wall St. Rank hold IGSB as of Q1 2019.

Cypress Wealth Advisors held 8,022 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $424K as of Q1 2019.
Cypress Wealth Advisors sold 538 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $28.1K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.49% of Cypress Wealth Advisors's portfolio in Q1 2019, its #56 holding.
Cypress Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $15.7M in Q1 2016.
578 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.