Global Strategic Investment Solutions’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Global Strategic Investment Solutions’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 Q1	–	Sell	-18,324	Closed	-$1.01M	–	131
2020 Q4	$1.01M	Sell	18,324 -9,761	-35%	-$537K	0.23%	44
2020 Q3	$1.54M	Buy	28,085 +557	+2%	+$30.6K	0.39%	35
2020 Q2	$1.51M	Buy	27,528 +14,668	+114%	+$790K	0.42%	36
2020 Q1	$673K	Buy	12,860 +8,690	+208%	+$462K	0.25%	39
2019 Q4	$224K	Buy	4,170 +10	+0.2%	+$536	0.08%	63
2019 Q3	$223K	Buy	+4,160	New	+$223K	0.09%	63

Other funds holding IGSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

MMI

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Global Strategic Investment Solutions's IGSB Position: Q1 2021 in Review

Global Strategic Investment Solutions sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2021, closing a stake of 18,324 shares — an estimated $1.01M sold.

Global Strategic Investment Solutions first reported a position in IGSB in Q3 2019 and held it in 6 quarters. The position peaked at $1.54M in Q3 2020. 895 funds tracked by Wall St. Rank hold IGSB as of Q1 2021.

Global Strategic Investment Solutions reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Global Strategic Investment Solutions sold 18,324 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $1.01M.
Global Strategic Investment Solutions first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 6 quarters.
Global Strategic Investment Solutions's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.54M in Q3 2020.
895 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Global Strategic Investment Solutions's 13F filing for Q1 2021, filed 30 Apr 2021.