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

Personal Wealth Partners’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
-700
Closed -$38K – 219
2021
Q2 		$38K Buy
+700
New +$38.4K 0.02% 166
2020
Q1 		– Sell
-700
Closed -$38K – 303
2019
Q4 		$38K Hold
700
– – 0.02% 160
2019
Q3 		$38K Buy
+700
New +$37.4K 0.02% 158

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.21B AUM 13.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Personal Wealth Partners's IGSB Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2021, closing a stake of 700 shares — an estimated $38K sold.

Personal Wealth Partners first reported a position in IGSB in Q3 2019 and held it in 3 quarters. The position peaked at $38K in Q2 2021. 907 funds tracked by Wall St. Rank hold IGSB as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 700 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $38K.
  • Personal Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $38K in Q2 2021.
  • 907 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.