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Novak Financial Planning’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Novak Financial Planning’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 		$1.05M Buy
19,206
+650
+4% +$35.6K 0.52% 61
2021
Q1 		$1.01M Buy
18,556
+8,286
+81% +$455K 0.56% 59
2020
Q4 		$567K Buy
+10,270
New +$565K 0.33% 76

Other funds holding IGSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Novak Financial Planning's IGSB Position: Q2 2021 in Review

Novak Financial Planning increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.5% in Q2 2021, buying an estimated $35.6K and bringing the position to 19,206 shares worth $1.05M. The position accounts for 0.52% of the portfolio, ranked #61.

Novak Financial Planning first reported a position in IGSB in Q4 2020 and has held it in 3 quarters since. 903 funds tracked by Wall St. Rank hold IGSB as of Q2 2021.

  • Novak Financial Planning held 19,206 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.05M as of Q2 2021.
  • Novak Financial Planning bought 650 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $35.6K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.52% of Novak Financial Planning's portfolio in Q2 2021, its #61 holding.
  • Novak Financial Planning first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • 903 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.