MCM
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McMillion Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

McMillion Capital 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
Q1 		– Sell
-100
Closed -$6K – 173
2020
Q4 		$6K Buy
+100
New +$5.5K ﹤0.01% 235
2020
Q2 		– Sell
-100
Closed -$5K – 160
2020
Q1 		$5K Hold
100
– – ﹤0.01% 234
2019
Q4 		$5K Hold
100
– – ﹤0.01% 234
2019
Q3 		$5K Hold
100
– – ﹤0.01% 231
2019
Q2 		$5K Buy
+100
New +$5.29K ﹤0.01% 238

Other funds holding IGSB

Envestnet Asset Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

McMillion Capital Management's IGSB Position: Q1 2021 in Review

McMillion Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2021, closing a stake of 100 shares — an estimated $6K sold.

McMillion Capital Management first reported a position in IGSB in Q2 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2020. 896 funds tracked by Wall St. Rank hold IGSB as of Q1 2021.

  • McMillion Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • McMillion Capital Management sold 100 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $6K.
  • McMillion Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 5 quarters.
  • McMillion Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6K 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 McMillion Capital Management's 13F filing for Q1 2021, filed 13 May 2021.