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

Hochman Cole Investment 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
Q3 		$882K Sell
16,146
-966
-6% -$52.9K 0.35% 56
2021
Q2 		$938K Sell
17,112
-3,921
-19% -$215K 0.37% 51
2021
Q1 		$1.15M Hold
21,033
– – 0.48% 39
2020
Q4 		$1.16M Hold
21,033
– – 0.5% 38
2020
Q3 		$1.16M Buy
21,033
+105
+0.5% +$5.77K 0.57% 35
2020
Q2 		$1.15M Sell
20,928
-366
-2% -$19.7K 0.63% 34
2020
Q1 		$1.11M Sell
21,294
-112
-0.5% -$5.96K 0.77% 35
2019
Q4 		$1.15M Hold
21,406
– – 0.63% 39
2019
Q3 		$1.15M Sell
21,406
-569
-3% -$30.4K 0.72% 34
2019
Q2 		$1.17M Hold
21,975
– – 0.7% 34
2019
Q1 		$1.16M Sell
21,975
-381
-2% -$19.9K 0.69% 34
2018
Q4 		$1.15M Sell
22,356
-19,374
-46% -$999K 0.79% 33
2018
Q3 		$2.16M Sell
41,730
-646
-2% -$33.5K 1.35% 22
2018
Q2 		$2.2M Sell
42,376
-4,330
-9% -$224K 1.44% 20
2018
Q1 		$2.42M Sell
46,706
-2,344
-5% -$122K 1.69% 18
2017
Q4 		$2.56M Sell
49,050
-10,586
-18% -$555K 1.61% 20
2017
Q3 		$3.14M Buy
59,636
+62
+0.1% +$3.27K 2.06% 14
2017
Q2 		$3.14M Sell
59,574
-3,862
-6% -$203K 2.17% 14
2017
Q1 		$3.34M Sell
63,436
-1,048
-2% -$55K 2.42% 13
2016
Q4 		$3.38M Sell
64,484
-4,874
-7% -$256K 2.45% 12
2016
Q3 		$3.67M Buy
69,358
+3,086
+5% +$163K 2.74% 11
2016
Q2 		$3.52M Buy
66,272
+666
+1% +$35.2K 2.88% 10
2016
Q1 		$3.46M Sell
65,606
-904
-1% -$47.4K 2.95% 9
2015
Q4 		$3.48M Buy
+66,510
New +$3.49M 2.95% 10

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hochman Cole Investment Advisors's IGSB Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.6% in Q3 2021, selling an estimated $52.9K and leaving 16,146 shares worth $882K. The position accounts for 0.35% of the portfolio, ranked #56.

Hochman Cole Investment Advisors first reported a position in IGSB in Q4 2015 and has held it in 24 quarters since. The position peaked at $3.67M in Q3 2016. 907 funds tracked by Wall St. Rank hold IGSB as of Q3 2021.

  • Hochman Cole Investment Advisors held 16,146 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $882K as of Q3 2021.
  • Hochman Cole Investment Advisors sold 966 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $52.9K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.35% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #56 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.67M in Q3 2016.
  • 907 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.