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

Girard Partners’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
2018
Q4 		– Sell
-110
Closed -$5K – 494
2018
Q3 		$5K Buy
+110
New +$5.7K ﹤0.01% 834

Other funds holding IGSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Girard Partners's IGSB Position: Q4 2018 in Review

Girard Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2018, closing a stake of 110 shares — an estimated $5K sold.

Girard Partners first reported a position in IGSB in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 567 funds tracked by Wall St. Rank hold IGSB as of Q4 2018.

  • Girard Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 110 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $5K.
  • Girard Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5K in Q3 2018.
  • 567 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.