Karp Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Karp Capital 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
2019 Q1	–	Sell	-760	Closed	-$39K	–	235
2018 Q4	$39K	Buy	+760	New	+$39.2K	0.02%	159
2015 Q3	–	Sell	-4,410	Closed	-$232K	–	371
2015 Q2	$232K	Hold	4,410	–	–	0.16%	87
2015 Q1	$233K	Hold	4,410	–	–	0.16%	91
2014 Q4	$232K	Buy	+4,410	New	+$232K	0.17%	92

Other funds holding IGSB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Karp Capital Management's IGSB Position: Q1 2019 in Review

Karp Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2019, closing a stake of 760 shares — an estimated $39K sold.

Karp Capital Management first reported a position in IGSB in Q4 2014 and held it in 4 quarters. The position peaked at $233K in Q1 2015. 578 funds tracked by Wall St. Rank hold IGSB as of Q1 2019.

Karp Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 760 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $39K.
Karp Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and held it in 4 quarters.
Karp Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $233K in Q1 2015.
578 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.