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Houlihan Financial Resource Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Houlihan Financial Resource Group’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
2020
Q3 		$15K Buy
+276
New +$15.2K 0.01% 255

Other funds holding IGSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Houlihan Financial Resource Group's IGSB Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2020: 276 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #255 among its holdings.

789 funds tracked by Wall St. Rank hold IGSB as of Q3 2020.

  • Houlihan Financial Resource Group held 276 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $15K as of Q3 2020.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Houlihan Financial Resource Group position in Q3 2020.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #255 holding.
  • 789 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.