IA
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IFS Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

IFS Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-188
Closed -$5K – 120
2020
Q4 		$5K Buy
+188
New +$5.26K ﹤0.01% 128

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AFA
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IFS Advisors's SCHZ Position: Q1 2021 in Review

IFS Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2021, closing a stake of 188 shares — an estimated $5K sold.

IFS Advisors first reported a position in SCHZ in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 500 funds tracked by Wall St. Rank hold SCHZ as of Q1 2021.

  • IFS Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • IFS Advisors sold 188 Schwab US Aggregate Bond ETF shares in Q1 2021, an estimated $5K.
  • IFS Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 1 quarter.
  • IFS Advisors's Schwab US Aggregate Bond ETF position peaked at $5K in Q4 2020.
  • 500 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2021.

Based on IFS Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.