GWAG
IGSB icon

Garrett Wealth Advisory Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-446
Closed -$23.9K – 325
2019
Q3 		$23.9K Buy
+446
New +$23.9K 0.02% 192

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Garrett Wealth Advisory Group's IGSB Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2019, closing a stake of 446 shares — an estimated $23.9K sold.

Garrett Wealth Advisory Group first reported a position in IGSB in Q3 2019 and held it in 1 quarter. The position peaked at $23.9K in Q3 2019. 659 funds tracked by Wall St. Rank hold IGSB as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 446 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $23.9K.
  • Garrett Wealth Advisory Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $23.9K in Q3 2019.
  • 659 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.