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

Jackson 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
-57,850
Closed -$3.12M – 123
2019
Q4 		$3.12M Buy
57,850
+596
+1% +$32K 0.52% 57
2019
Q3 		$3.07M Sell
57,254
-3,688
-6% -$197K 0.64% 46
2019
Q2 		$3.24M Sell
60,942
-9,477
-13% -$501K 0.71% 35
2019
Q1 		$3.72M Sell
70,419
-6,308
-8% -$329K 0.91% 32
2018
Q4 		$3.97M Sell
76,727
-47,327
-38% -$2.44M 1.19% 24
2018
Q3 		$6.43M Buy
124,054
+2,122
+2% +$110K 1.35% 20
2018
Q2 		$6.32M Sell
121,932
-2,272
-2% -$118K 1.47% 18
2018
Q1 		$6.44M Buy
124,204
+7,204
+6% +$375K 1.8% 17
2017
Q4 		$6.11M Sell
117,000
-104,758
-47% -$5.5M 1.55% 20
2017
Q3 		$11.7M Buy
221,758
+18,648
+9% +$983K 3.16% 7
2017
Q2 		$10.7M Sell
203,110
-8,080
-4% -$425K 3.39% 7
2017
Q1 		$11.1M Buy
211,190
+69,836
+49% +$3.67M 4.01% 6
2016
Q4 		$7.42M Sell
141,354
-12,576
-8% -$661K 2.9% 7
2016
Q3 		$8.13M Sell
153,930
-3,732
-2% -$198K 3.08% 6
2016
Q2 		$8.36M Buy
157,662
+8,990
+6% +$475K 3.11% 6
2016
Q1 		$7.84M Buy
148,672
+11,570
+8% +$606K 3.02% 5
2015
Q4 		$7.17M Sell
137,102
-1,954
-1% -$103K 2.84% 7
2015
Q3 		$7.31M Buy
139,056
+18,980
+16% +$997K 2.62% 4
2015
Q2 		$6.32M Sell
120,076
-2,968
-2% -$156K 2.14% 10
2015
Q1 		$6.49M Buy
123,044
+15,116
+14% +$796K 2.09% 9
2014
Q4 		$5.68M Buy
+107,928
New +$5.68M 1.85% 10

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jackson Wealth Management's IGSB Position: Q1 2020 in Review

Jackson Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2020, closing a stake of 57,850 shares — an estimated $3.12M sold.

Jackson Wealth Management first reported a position in IGSB in Q4 2014 and held it in 21 quarters. The position peaked at $11.7M in Q3 2017. 662 funds tracked by Wall St. Rank hold IGSB as of Q1 2020.

  • Jackson 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.
  • Jackson Wealth Management sold 57,850 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $3.12M.
  • Jackson Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and held it in 21 quarters.
  • Jackson Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $11.7M in Q3 2017.
  • 662 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.