Horst & Graben Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Horst & Graben Wealth Management’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	–	Sell	-13,871	Closed	-$758K	–	137
2021 Q1	$758K	Sell	13,871 -115,007	-89%	-$6.32M	0.24%	56
2020 Q4	$7.11M	Sell	128,878 -4,868	-4%	-$268K	2.45%	13
2020 Q3	$7.34M	Buy	133,746 +34,117	+34%	+$1.87M	2.85%	9
2020 Q2	$5.45M	Buy	+99,629	New	+$5.37M	2.39%	9

Other funds holding IGSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Tampa, Florida $3.01B AUM 10.24% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Horst & Graben Wealth Management's IGSB Position: Q2 2021 in Review

Horst & Graben Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2021, closing a stake of 13,871 shares — an estimated $758K sold.

Horst & Graben Wealth Management first reported a position in IGSB in Q2 2020 and held it in 4 quarters. The position peaked at $7.34M in Q3 2020. 903 funds tracked by Wall St. Rank hold IGSB as of Q2 2021.

Horst & Graben Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Horst & Graben Wealth Management sold 13,871 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $758K.
Horst & Graben Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
Horst & Graben Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.34M in Q3 2020.
903 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.