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Fiduciary Planning’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-24,703
Closed -$1.29M – 38
2020
Q1 		$1.29M Buy
+24,703
New +$1.31M 2.43% 9

Other funds holding IGSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fiduciary Planning's IGSB Position: Q2 2020 in Review

Fiduciary Planning sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2020, closing a stake of 24,703 shares — an estimated $1.29M sold.

Fiduciary Planning first reported a position in IGSB in Q1 2020 and held it in 1 quarter. The position peaked at $1.29M in Q1 2020. 763 funds tracked by Wall St. Rank hold IGSB as of Q2 2020.

  • Fiduciary Planning reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Fiduciary Planning sold 24,703 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $1.29M.
  • Fiduciary Planning first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Fiduciary Planning's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.29M in Q1 2020.
  • 763 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Fiduciary Planning's 13F filing for Q2 2020, filed 24 Aug 2020.