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Kistler-Tiffany Companies’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Kistler-Tiffany Companies’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
Q4 		– Sell
-1,898
Closed -$102K – 576
2019
Q3 		$102K Hold
1,898
– – 0.04% 195
2019
Q2 		$101K Hold
1,898
– – 0.04% 191
2019
Q1 		$100K Hold
1,898
– – 0.04% 189
2018
Q4 		$98K Hold
1,898
– – 0.05% 178
2018
Q3 		$98K Hold
1,898
– – 0.04% 186
2018
Q2 		$98K Sell
1,898
-7,462
-80% -$387K 0.04% 191
2018
Q1 		$486K Sell
9,360
-1,174
-11% -$61.1K 0.2% 85
2017
Q4 		$551K Hold
10,534
– – 0.22% 83
2017
Q3 		$555K Buy
10,534
+1,174
+13% +$61.9K 0.23% 73
2017
Q2 		$493K Hold
9,360
– – 0.23% 73
2017
Q1 		$492K Hold
9,360
– – 0.23% 71
2016
Q4 		$491K Hold
9,360
– – 0.24% 64
2016
Q3 		$495K Sell
9,360
-222
-2% -$11.8K 0.24% 66
2016
Q2 		$508K Buy
9,582
+3,440
+56% +$182K 0.26% 60
2016
Q1 		$324K Hold
6,142
– – 0.18% 84
2015
Q4 		$321K Sell
6,142
-2,236
-27% -$117K 0.18% 83
2015
Q3 		$440K Sell
8,378
-10
-0.1% -$525 0.26% 66
2015
Q2 		$442K Buy
8,388
+4,808
+134% +$253K 0.27% 70
2015
Q1 		$189K Sell
3,580
-762
-18% -$40.1K 0.12% 109
2014
Q4 		$228K Sell
4,342
-4,988
-53% -$263K 0.15% 97
2014
Q3 		$491K Buy
9,330
+4,452
+91% +$235K 0.33% 57
2014
Q2 		$258K Sell
4,878
-3,920
-45% -$207K 0.19% 86
2014
Q1 		$464K Sell
8,798
-3,214
-27% -$170K 0.35% 58
2013
Q4 		$633K Sell
12,012
-342
-3% -$18K 0.47% 46
2013
Q3 		$650K Sell
12,354
-15,240
-55% -$800K 0.52% 41
2013
Q2 		$1.45M Buy
+27,594
New +$1.45M 1.24% 22

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kistler-Tiffany Companies's IGSB Position: Q4 2019 in Review

Kistler-Tiffany Companies sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2019, closing a stake of 1,898 shares — an estimated $102K sold.

Kistler-Tiffany Companies first reported a position in IGSB in Q2 2013 and held it in 26 quarters. The position peaked at $1.45M in Q2 2013. 659 funds tracked by Wall St. Rank hold IGSB as of Q4 2019.

  • Kistler-Tiffany Companies reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 1,898 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $102K.
  • Kistler-Tiffany Companies first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 26 quarters.
  • Kistler-Tiffany Companies's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.45M in Q2 2013.
  • 659 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Kistler-Tiffany Companies's 13F filing for Q4 2019, filed 14 Jan 2020.