Enterprise Financial Services Corp (EFSC)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021 Q4	–	Sell	-12,928	Closed	-$706K	–	413
2021 Q3	$706K	Buy	12,928 +8,928	+223%	+$489K	0.09%	162
2021 Q2	$219K	Sell	4,000 -1,400	-26%	-$76.7K	0.04%	210
2021 Q1	$295K	Hold	5,400	–	–	0.05%	180
2020 Q4	$298K	Hold	5,400	–	–	0.06%	172
2020 Q3	$297K	Hold	5,400	–	–	0.06%	158
2020 Q2	$295K	Hold	5,400	–	–	0.06%	158
2020 Q1	$283K	Hold	5,400	–	–	0.07%	152
2019 Q4	$290K	Hold	5,400	–	–	0.06%	177
2019 Q3	$290K	Hold	5,400	–	–	0.07%	171
2019 Q2	$288K	Hold	5,400	–	–	0.06%	179
2019 Q1	$285K	Buy	+5,400	New	+$282K	0.06%	185
2016 Q2	–	Sell	-198	Closed	-$10K	–	1019
2016 Q1	$10K	Buy	+198	New	+$10.4K	0.01%	538

Other funds holding IGSB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

MMI

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

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s IGSB Position: Q4 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2021, closing a stake of 12,928 shares — an estimated $706K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IGSB in Q1 2016 and held it in 12 quarters. The position peaked at $706K in Q3 2021. 945 funds tracked by Wall St. Rank hold IGSB as of Q4 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 12,928 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $706K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 12 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $706K in Q3 2021.
945 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2021, filed 14 Feb 2022.