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HCR Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

HCR Wealth Advisors’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
-600
Closed -$33K – 204
2020
Q4 		$33K Hold
600
– – 0.01% 218
2020
Q3 		$33K Hold
600
– – 0.01% 192
2020
Q2 		$33K Hold
600
– – 0.01% 190
2020
Q1 		$31K Hold
600
– – 0.01% 183
2019
Q4 		$32K Buy
+600
New +$32.2K 0.01% 187

Other funds holding IGSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

HCR Wealth Advisors's IGSB Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2021, closing a stake of 600 shares — an estimated $33K sold.

HCR Wealth Advisors first reported a position in IGSB in Q4 2019 and held it in 5 quarters. The position peaked at $33K in Q4 2020. 895 funds tracked by Wall St. Rank hold IGSB as of Q1 2021.

  • HCR Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 600 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $33K.
  • HCR Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
  • HCR Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $33K in Q4 2020.
  • 895 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.