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

Mountain Capital Investment 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 Q4	–	Sell	-25,115	Closed	-$1.37M	–	123
2021 Q3	$1.37M	Sell	25,115 -44,688	-64%	-$2.45M	0.72%	36
2021 Q2	$3.83M	Buy	69,803 +4,168	+6%	+$228K	1.77%	13
2021 Q1	$3.59M	Sell	65,635 -5,194	-7%	-$285K	1.8%	10
2020 Q4	$3.9M	Sell	70,829 -8,642	-11%	-$475K	2.35%	6
2020 Q3	$4.37M	Buy	79,471 +59,285	+294%	+$3.26M	2.82%	5
2020 Q2	$1.1M	Buy	+20,186	New	+$1.09M	0.51%	23

Other funds holding IGSB

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

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

MMI

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Mountain Capital Investment Advisors's IGSB Position: Q4 2021 in Review

Mountain Capital Investment Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2021, closing a stake of 25,115 shares — an estimated $1.37M sold.

Mountain Capital Investment Advisors first reported a position in IGSB in Q2 2020 and held it in 6 quarters. The position peaked at $4.37M in Q3 2020. 946 funds tracked by Wall St. Rank hold IGSB as of Q4 2021.

Mountain Capital Investment Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Mountain Capital Investment Advisors sold 25,115 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $1.37M.
Mountain Capital Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Mountain Capital Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.37M in Q3 2020.
946 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2021, filed 12 Jan 2022.