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

Hoover Financial 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
Q2 		$12K Hold
228
– – ﹤0.01% 450
2021
Q1 		$12K Sell
228
-276
-55% -$15.2K ﹤0.01% 408
2020
Q4 		$28K Hold
504
– – 0.01% 291
2020
Q3 		$28K Hold
504
– – 0.01% 147
2020
Q2 		$28K Buy
+504
New +$27.2K 0.01% 244

Other funds holding IGSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hoover Financial Advisors's IGSB Position: Q2 2021 in Review

Hoover Financial Advisors held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2021 at 228 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Hoover Financial Advisors first reported a position in IGSB in Q2 2020 and has held it in 5 quarters since. The position peaked at $28K in Q4 2020. 904 funds tracked by Wall St. Rank hold IGSB as of Q2 2021.

  • Hoover Financial Advisors held 228 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $12K as of Q2 2021.
  • Hoover Financial Advisors left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2021.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #450 holding.
  • Hoover Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 5 quarters since.
  • Hoover Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $28K in Q4 2020.
  • 904 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.