EAMA
IGSB icon

EFG Asset Management (Americas)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

EFG Asset Management (Americas)’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
-3,860
Closed -$206K – 119
2019
Q2 		$206K Hold
3,860
– – 0.06% 111
2019
Q1 		$204K Sell
3,860
-1,230
-24% -$64.2K 0.06% 112
2018
Q4 		$263K Hold
5,090
– – 0.09% 102
2018
Q3 		$264K Hold
5,090
– – 0.08% 108
2018
Q2 		$264K Hold
5,090
– – 0.08% 115
2018
Q1 		$264K Hold
5,090
– – 0.11% 108
2017
Q4 		$266K Sell
5,090
-5,836
-53% -$306K 0.1% 123
2017
Q3 		$576K Sell
10,926
-164
-1% -$8.64K 0.22% 78
2017
Q2 		$584K Sell
11,090
-2,438
-18% -$128K 0.22% 84
2017
Q1 		$712K Sell
13,528
-1,274
-9% -$66.9K 0.27% 78
2016
Q4 		$777K Buy
14,802
+2,244
+18% +$118K 0.34% 73
2016
Q3 		$664K Buy
12,558
+3,498
+39% +$185K 0.28% 68
2016
Q2 		$481K Buy
9,060
+3,564
+65% +$188K 0.23% 74
2016
Q1 		$290K Sell
5,496
-18
-0.3% -$944 0.15% 80
2015
Q4 		$266K Sell
5,514
-924
-14% -$48.5K 0.17% 74
2015
Q3 		$338K Buy
6,438
+246
+4% +$12.9K 0.21% 71
2015
Q2 		$327K Buy
6,192
+3,478
+128% +$183K 0.2% 78
2015
Q1 		$143K Sell
2,714
-4,220
-61% -$222K 0.11% 84
2014
Q4 		$365K Buy
6,934
+6,388
+1,170% +$336K 0.22% 62
2014
Q3 		$30K Buy
+546
New +$28.8K 0.03% 88

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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

EFG Asset Management (Americas)'s IGSB Position: Q3 2019 in Review

EFG Asset Management (Americas) sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2019, closing a stake of 3,860 shares — an estimated $206K sold.

EFG Asset Management (Americas) first reported a position in IGSB in Q3 2014 and held it in 20 quarters. The position peaked at $777K in Q4 2016. 613 funds tracked by Wall St. Rank hold IGSB as of Q3 2019.

  • EFG Asset Management (Americas) reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 3,860 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $206K.
  • EFG Asset Management (Americas) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2014 and held it in 20 quarters.
  • EFG Asset Management (Americas)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $777K in Q4 2016.
  • 613 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2019.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2019, filed 5 Nov 2019.