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

Kabarec Financial 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
2018
Q2 		$41K Sell
784
-36
-4% -$1.87K 0.03% 58
2018
Q1 		$43K Buy
820
+2
+0.2% +$104 0.03% 55
2017
Q4 		$43K Buy
+818
New +$42.9K 0.03% 55

Other funds holding IGSB

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kabarec Financial Advisors's IGSB Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.4% in Q2 2018, selling an estimated $1.87K and leaving 784 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #58.

Kabarec Financial Advisors first reported a position in IGSB in Q4 2017 and has held it in 3 quarters since. The position peaked at $43K in Q1 2018. 551 funds tracked by Wall St. Rank hold IGSB as of Q2 2018.

  • Kabarec Financial Advisors held 784 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $41K as of Q2 2018.
  • Kabarec Financial Advisors sold 36 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $1.87K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Kabarec Financial Advisors's portfolio in Q2 2018, its #58 holding.
  • Kabarec Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $43K in Q1 2018.
  • 551 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.