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Dowling & Yahnke’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-963
Closed -$52K – 334
2019
Q4 		$52K Buy
+963
New +$51.6K ﹤0.01% 317

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dowling & Yahnke's IGSB Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2020, closing a stake of 963 shares — an estimated $52K sold.

Dowling & Yahnke first reported a position in IGSB in Q4 2019 and held it in 1 quarter. The position peaked at $52K in Q4 2019. 662 funds tracked by Wall St. Rank hold IGSB as of Q1 2020.

  • Dowling & Yahnke reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 963 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $52K.
  • Dowling & Yahnke first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $52K in Q4 2019.
  • 662 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.