PWA
IGSB icon

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

Phoenix Wealth 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
Q3 		– Sell
-100
Closed -$5K – 382
2021
Q2 		$5K Hold
100
– – ﹤0.01% 325
2021
Q1 		$5K Hold
100
– – ﹤0.01% 320
2020
Q4 		$6K Buy
+100
New +$5.5K ﹤0.01% 313

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Phoenix Wealth Advisors's IGSB Position: Q3 2021 in Review

Phoenix Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2021, closing a stake of 100 shares — an estimated $5K sold.

Phoenix Wealth Advisors first reported a position in IGSB in Q4 2020 and held it in 3 quarters. The position peaked at $6K in Q4 2020. 906 funds tracked by Wall St. Rank hold IGSB as of Q3 2021.

  • Phoenix Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 100 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $5K.
  • Phoenix Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Phoenix Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6K in Q4 2020.
  • 906 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.