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Founders Financial Securities’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Founders Financial Securities’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
-24,345
Closed -$1.33M – 270
2021
Q3 		$1.33M Buy
24,345
+4,622
+23% +$253K 0.27% 74
2021
Q2 		$1.08M Buy
19,723
+1,628
+9% +$89.2K 0.21% 101
2021
Q1 		$989K Sell
18,095
-532
-3% -$29.2K 0.23% 91
2020
Q4 		$1.03M Buy
18,627
+731
+4% +$40.2K 0.25% 73
2020
Q3 		$983K Buy
17,896
+2,833
+19% +$156K 0.31% 54
2020
Q2 		$824K Sell
15,063
-1,958
-12% -$105K 0.27% 66
2020
Q1 		$891K Buy
17,021
+2,097
+14% +$112K 0.33% 43
2019
Q4 		$800K Buy
14,924
+1,215
+9% +$65.2K 0.27% 60
2019
Q3 		$736K Buy
13,709
+491
+4% +$26.3K 0.23% 72
2019
Q2 		$706K Buy
13,218
+1,365
+12% +$72.2K 0.23% 69
2019
Q1 		$626K Buy
11,853
+565
+5% +$29.5K 0.2% 78
2018
Q4 		$583K Buy
11,288
+1,042
+10% +$53.7K 0.21% 69
2018
Q3 		$531K Buy
10,246
+930
+10% +$48.2K 0.15% 82
2018
Q2 		$483K Buy
9,316
+636
+7% +$33K 0.15% 79
2018
Q1 		$450K Buy
8,680
+790
+10% +$41.1K 0.15% 82
2017
Q4 		$412K Sell
7,890
-14
-0.2% -$734 0.14% 77
2017
Q3 		$416K Buy
7,904
+558
+8% +$29.4K 0.15% 75
2017
Q2 		$387K Buy
7,346
+1,162
+19% +$61.2K 0.15% 80
2017
Q1 		$325K Buy
6,184
+514
+9% +$27K 0.12% 80
2016
Q4 		$298K Buy
+5,670
New +$298K 0.12% 70

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Founders Financial Securities's IGSB Position: Q4 2021 in Review

Founders Financial Securities sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2021, closing a stake of 24,345 shares — an estimated $1.33M sold.

Founders Financial Securities first reported a position in IGSB in Q4 2016 and held it in 20 quarters. The position peaked at $1.33M in Q3 2021. 945 funds tracked by Wall St. Rank hold IGSB as of Q4 2021.

  • Founders Financial Securities reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Founders Financial Securities sold 24,345 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $1.33M.
  • Founders Financial Securities first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 20 quarters.
  • Founders Financial Securities's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.33M 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 Founders Financial Securities's 13F filing for Q4 2021, filed 14 Feb 2022.