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

OmniStar Financial Group’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 Q3	–	Sell	-4,657	Closed	-$255K	–	142
2021 Q2	$255K	Buy	+4,657	New	+$255K	0.32%	93
2021 Q1	–	Sell	-8,826	Closed	-$487K	–	117
2020 Q4	$487K	Buy	8,826 +636	+8%	+$35K	0.34%	83
2020 Q3	$450K	Sell	8,190 -125	-2%	-$6.87K	0.34%	83
2020 Q2	$455K	Buy	8,315 +8,099	+3,750%	+$436K	0.38%	83
2020 Q1	$11K	Buy	+216	New	+$11.5K	0.01%	222
2018 Q3	–	Sell	-9,594	Closed	-$497K	–	142
2018 Q2	$497K	Buy	9,594 +16	+0.2%	+$829	0.47%	60
2018 Q1	$497K	Buy	9,578 +88	+0.9%	+$4.58K	0.47%	63
2017 Q4	$496K	Buy	+9,490	New	+$498K	0.45%	63

Other funds holding IGSB

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OmniStar Financial Group's IGSB Position: Q3 2021 in Review

OmniStar Financial Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2021, closing a stake of 4,657 shares — an estimated $255K sold.

OmniStar Financial Group first reported a position in IGSB in Q4 2017 and held it in 8 quarters. The position peaked at $497K in Q2 2018. 906 funds tracked by Wall St. Rank hold IGSB as of Q3 2021.

OmniStar Financial Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
OmniStar Financial Group sold 4,657 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $255K.
OmniStar Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 8 quarters.
OmniStar Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $497K in Q2 2018.
906 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on OmniStar Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.