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

LexAurum 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
2021 Q1	–	Sell	-14,058	Closed	-$776K	–	243
2020 Q4	$776K	Buy	14,058 +3,077	+28%	+$169K	0.28%	89
2020 Q3	$603K	Buy	10,981 +7,332	+201%	+$403K	0.25%	88
2020 Q2	$200K	Buy	+3,649	New	+$197K	0.11%	190
2018 Q1	–	Sell	-5,330	Closed	-$278K	–	154
2017 Q4	$278K	Buy	+5,330	New	+$280K	0.26%	106

Other funds holding IGSB

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

LexAurum Advisors's IGSB Position: Q1 2021 in Review

LexAurum Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2021, closing a stake of 14,058 shares — an estimated $776K sold.

LexAurum Advisors first reported a position in IGSB in Q4 2017 and held it in 4 quarters. The position peaked at $776K in Q4 2020. 896 funds tracked by Wall St. Rank hold IGSB as of Q1 2021.

LexAurum Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
LexAurum Advisors sold 14,058 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $776K.
LexAurum Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
LexAurum Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $776K in Q4 2020.
896 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on LexAurum Advisors's 13F filing for Q1 2021, filed 22 Apr 2021.