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

Independence 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
2020
Q3 		$32K Buy
591
+4
+0.7% +$220 0.01% 134
2020
Q2 		$32K Hold
587
– – 0.01% 130
2020
Q1 		$31K Buy
587
+87
+17% +$4.63K 0.01% 117
2019
Q4 		$27K Buy
+500
New +$26.8K 0.01% 130

Other funds holding IGSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $3.01B AUM 10.24% 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

Independence Advisors's IGSB Position: Q3 2020 in Review

Independence Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.68% in Q3 2020, buying an estimated $220 and bringing the position to 591 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #134.

Independence Advisors first reported a position in IGSB in Q4 2019 and has held it in 4 quarters since. 788 funds tracked by Wall St. Rank hold IGSB as of Q3 2020.

  • Independence Advisors held 591 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $32K as of Q3 2020.
  • Independence Advisors bought 4 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $220.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #134 holding.
  • Independence Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • 788 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.