Institute for Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Institute for 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
2020 Q1	–	Sell	-10,623	Closed	-$570K	–	516
2019 Q4	$570K	Buy	10,623 +3	+0%	+$161	0.13%	224
2019 Q3	$570K	Hold	10,620	–	–	0.14%	211
2019 Q2	$568K	Buy	10,620 +1,034	+11%	+$54.7K	0.13%	234
2019 Q1	$506K	Buy	+9,586	New	+$500K	0.11%	239

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Institute for Wealth Management's IGSB Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2020, closing a stake of 10,623 shares — an estimated $570K sold.

Institute for Wealth Management first reported a position in IGSB in Q1 2019 and held it in 4 quarters. The position peaked at $570K in Q4 2019. 661 funds tracked by Wall St. Rank hold IGSB as of Q1 2020.

Institute for Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 10,623 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $570K.
Institute for Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 4 quarters.
Institute for Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $570K in Q4 2019.
661 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.