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

Kays Financial Advisory’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	-129,203	Closed	-$6.67M	–	127
2018 Q4	$6.67M	Buy	+129,203	New	+$6.66M	1.51%	18
2014 Q3	–	Sell	-4,942	Closed	-$261K	–	42
2014 Q2	$261K	Buy	4,942 +436	+10%	+$23K	0.19%	38
2014 Q1	$238K	Sell	4,506 -232	-5%	-$12.2K	0.17%	29
2013 Q4	$250K	Buy	+4,738	New	+$250K	0.19%	26

Other funds holding IGSB

BlackRock New York $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kays Financial Advisory's IGSB Position: Q1 2019 in Review

Kays Financial Advisory sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2019, closing a stake of 129,203 shares — an estimated $6.67M sold.

Kays Financial Advisory first reported a position in IGSB in Q4 2013 and held it in 4 quarters. The position peaked at $6.67M in Q4 2018. 579 funds tracked by Wall St. Rank hold IGSB as of Q1 2019.

Kays Financial Advisory reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Kays Financial Advisory sold 129,203 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $6.67M.
Kays Financial Advisory first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2013 and held it in 4 quarters.
Kays Financial Advisory's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.67M in Q4 2018.
579 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Kays Financial Advisory's 13F filing for Q1 2019, filed 25 Apr 2019.