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

Hatton Consulting’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
Q3 		$2.51M Sell
45,916
-5,793
-11% -$317K 1.87% 12
2021
Q2 		$2.83M Sell
51,709
-7,518
-13% -$412K 2.22% 10
2021
Q1 		$3.24M Buy
+59,227
New +$3.25M 2.97% 10

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hatton Consulting's IGSB Position: Q3 2021 in Review

Hatton Consulting reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 11% in Q3 2021, selling an estimated $317K and leaving 45,916 shares worth $2.51M. The position accounts for 1.87% of the portfolio, ranked #12.

Hatton Consulting first reported a position in IGSB in Q1 2021 and has held it in 3 quarters since. The position peaked at $3.24M in Q1 2021. 907 funds tracked by Wall St. Rank hold IGSB as of Q3 2021.

  • Hatton Consulting held 45,916 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.51M as of Q3 2021.
  • Hatton Consulting sold 5,793 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $317K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.87% of Hatton Consulting's portfolio in Q3 2021, its #12 holding.
  • Hatton Consulting first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 3 quarters since.
  • Hatton Consulting's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.24M in Q1 2021.
  • 907 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.