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

Hefty Wealth 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
Q1 		– Sell
-14
Closed -$1K – 259
2017
Q4 		$1K Hold
14
– – ﹤0.01% 246
2017
Q3 		$1K Buy
+14
New +$738 ﹤0.01% 248

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM

Hefty Wealth Partners's IGSB Position: Q1 2018 in Review

Hefty Wealth Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2018, closing a stake of 14 shares — an estimated $1K sold.

Hefty Wealth Partners first reported a position in IGSB in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 565 funds tracked by Wall St. Rank hold IGSB as of Q1 2018.

  • Hefty Wealth Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 14 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $1K.
  • Hefty Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 2 quarters.
  • Hefty Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1K in Q4 2017.
  • 565 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.