Litman Gregory Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Litman Gregory Wealth 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
2021 Q2	–	Sell	-44	Closed	-$2K	–	119
2021 Q1	$2K	Hold	44	–	–	﹤0.01%	182
2020 Q4	$2K	Hold	44	–	–	﹤0.01%	183
2020 Q3	$2K	Hold	44	–	–	﹤0.01%	195
2020 Q2	$2K	Hold	44	–	–	﹤0.01%	163
2020 Q1	$2K	Hold	44	–	–	﹤0.01%	153
2019 Q4	$2K	Hold	44	–	–	﹤0.01%	199
2019 Q3	$2K	Hold	44	–	–	﹤0.01%	178
2019 Q2	$2K	Buy	+44	New	+$2.33K	﹤0.01%	218

Other funds holding IGSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

MMI

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

FRBONY

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Litman Gregory Wealth Management's IGSB Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2021, closing a stake of 44 shares — an estimated $2K sold.

Litman Gregory Wealth Management first reported a position in IGSB in Q2 2019 and held it in 8 quarters. The position peaked at $2K in Q1 2021. 904 funds tracked by Wall St. Rank hold IGSB as of Q2 2021.

Litman Gregory Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Litman Gregory Wealth Management sold 44 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $2K.
Litman Gregory Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 8 quarters.
Litman Gregory Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2K in Q1 2021.
904 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.