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

MinichMacGregor 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
2019 Q1	–	Sell	-29,245	Closed	-$3.08M	–	82
2018 Q4	$3.08M	Buy	29,245 +28,997	+11,692%	+$1.5M	2.11%	9
2018 Q3	$12K	Hold	248	–	–	0.01%	296
2018 Q2	$12K	Sell	248 -272	-52%	-$14.1K	0.01%	282
2018 Q1	$26K	Sell	520 -176	-25%	-$9.16K	0.02%	179
2017 Q4	$36K	Hold	696	–	–	0.03%	136
2017 Q3	$36K	Hold	696	–	–	0.03%	129
2017 Q2	$36K	Hold	696	–	–	0.03%	120
2017 Q1	$36K	Sell	696 -30	-4%	-$1.58K	0.03%	121
2016 Q4	$38K	Sell	726 -596	-45%	-$31.3K	0.04%	126
2016 Q3	$69K	Sell	1,322 -222	-14%	-$11.8K	0.06%	86
2016 Q2	$81K	Hold	1,544	–	–	0.08%	79
2016 Q1	$81K	Buy	1,544 +152	+11%	+$7.97K	0.08%	77
2015 Q4	$73K	Buy	+1,392	New	+$73.1K	0.07%	79

Other funds holding IGSB

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

MMI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MinichMacGregor Wealth Management's IGSB Position: Q1 2019 in Review

MinichMacGregor Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2019, closing a stake of 29,245 shares — an estimated $3.08M sold.

MinichMacGregor Wealth Management first reported a position in IGSB in Q4 2015 and held it in 13 quarters. The position peaked at $3.08M in Q4 2018. 579 funds tracked by Wall St. Rank hold IGSB as of Q1 2019.

MinichMacGregor Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
MinichMacGregor Wealth Management sold 29,245 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $3.08M.
MinichMacGregor Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.08M in Q4 2018.
579 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2019, filed 16 Apr 2019.