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Live Your Vision’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Live Your Vision’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 		$46K Hold
880
– – 0.01% 126
2018
Q4 		$46K Sell
880
-702
-44% -$36.2K 0.02% 121
2018
Q3 		$82K Sell
1,582
-106
-6% -$5.5K 0.03% 98
2018
Q2 		$87K Buy
1,688
+74
+5% +$3.84K 0.03% 100
2018
Q1 		$84K Sell
1,614
-438
-21% -$22.8K 0.03% 90
2017
Q4 		$107K Sell
2,052
-150
-7% -$7.87K 0.04% 85
2017
Q3 		$116K Sell
2,202
-286
-11% -$15.1K 0.04% 80
2017
Q2 		$131K Buy
2,488
+284
+13% +$14.9K 0.05% 71
2017
Q1 		$116K Sell
2,204
-1,082
-33% -$56.8K 0.05% 78
2016
Q4 		$172K Sell
3,286
-228
-6% -$12K 0.07% 66
2016
Q3 		$186K Sell
3,514
-5,598
-61% -$296K 0.08% 60
2016
Q2 		$483K Sell
9,112
-2,330
-20% -$123K 0.22% 44
2016
Q1 		$603K Sell
11,442
-20,190
-64% -$1.06M 0.29% 41
2015
Q4 		$1.65M Sell
31,632
-190,624
-86% -$10M 0.79% 35
2015
Q3 		$11.7M Sell
222,256
-2,720
-1% -$143K 5.5% 4
2015
Q2 		$11.8M Buy
224,976
+1,394
+0.6% +$73.5K 5.49% 4
2015
Q1 		$11.8M Sell
223,582
-496
-0.2% -$26.1K 5.6% 4
2014
Q4 		$11.8M Sell
224,078
-28,068
-11% -$1.48M 5.88% 4
2014
Q3 		$13.3M Buy
252,146
+13,640
+6% +$719K 7.02% 4
2014
Q2 		$12.6M Sell
238,506
-8,100
-3% -$427K 6.6% 4
2014
Q1 		$13M Sell
246,606
-4,908
-2% -$259K 6.87% 4
2013
Q4 		$13.3M Sell
251,514
-13,000
-5% -$685K 7.32% 3
2013
Q3 		$13.9M Sell
264,514
-13,526
-5% -$710K 8.02% 3
2013
Q2 		$14.6M Buy
+278,040
New +$14.6M 8.7% 3

Other funds holding IGSB

BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Live Your Vision's IGSB Position: Q1 2019 in Review

Live Your Vision held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q1 2019 at 880 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #126.

Live Your Vision first reported a position in IGSB in Q2 2013 and has held it in 24 quarters since. The position peaked at $14.6M in Q2 2013. 578 funds tracked by Wall St. Rank hold IGSB as of Q1 2019.

  • Live Your Vision held 880 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $46K as of Q1 2019.
  • Live Your Vision left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2019.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Live Your Vision's portfolio in Q1 2019, its #126 holding.
  • Live Your Vision first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 24 quarters since.
  • Live Your Vision's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $14.6M in Q2 2013.
  • 578 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.