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

Doyle 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
2019 Q3	–	Sell	-192	Closed	-$10K	–	445
2019 Q2	$10K	Buy	+192	New	+$10.2K	﹤0.01%	630
2019 Q1	–	Sell	-350	Closed	-$18K	–	431
2018 Q4	$18K	Buy	+350	New	+$18K	﹤0.01%	528

Other funds holding IGSB

MMI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Doyle Wealth Management's IGSB Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2019, closing a stake of 192 shares — an estimated $10K sold.

Doyle Wealth Management first reported a position in IGSB in Q4 2018 and held it in 2 quarters. The position peaked at $18K in Q4 2018. 613 funds tracked by Wall St. Rank hold IGSB as of Q3 2019.

Doyle Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 192 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $10K.
Doyle Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $18K in Q4 2018.
613 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.