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

Patriot 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
2018 Q4	$8.76M	Buy	169,606 +1,630	+1%	+$84K	1.28%	28
2018 Q3	$8.71M	Sell	167,976 -13,024	-7%	-$675K	1.1%	36
2018 Q2	$9.38M	Sell	181,000 -26,916	-13%	-$1.4M	1.29%	22
2018 Q1	$10.8M	Sell	207,916 -58,392	-22%	-$3.04M	1.54%	17
2017 Q4	$13.9M	Buy	+266,308	New	+$14M	1.97%	7

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Patriot Wealth Management's IGSB Position: Q4 2018 in Review

Patriot Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.97% in Q4 2018, buying an estimated $84K and bringing the position to 169,606 shares worth $8.76M. The position accounts for 1.28% of the portfolio, ranked #28.

Patriot Wealth Management first reported a position in IGSB in Q4 2017 and has held it in 5 quarters since. The position peaked at $13.9M in Q4 2017. 568 funds tracked by Wall St. Rank hold IGSB as of Q4 2018.

Patriot Wealth Management held 169,606 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $8.76M as of Q4 2018.
Patriot Wealth Management bought 1,630 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $84K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.28% of Patriot Wealth Management's portfolio in Q4 2018, its #28 holding.
Patriot Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 5 quarters since.
Patriot Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $13.9M in Q4 2017.
568 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.