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

Pin Oak Investment 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
2020
Q1 		– Sell
-138
Closed -$7K – 416
2019
Q4 		$7K Hold
138
– – 0.01% 344
2019
Q3 		$7K Buy
+138
New +$7.38K 0.01% 354

Other funds holding IGSB

MMI
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pin Oak Investment Advisors's IGSB Position: Q1 2020 in Review

Pin Oak Investment Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2020, closing a stake of 138 shares — an estimated $7K sold.

Pin Oak Investment Advisors first reported a position in IGSB in Q3 2019 and held it in 2 quarters. The position peaked at $7K in Q4 2019. 661 funds tracked by Wall St. Rank hold IGSB as of Q1 2020.

  • Pin Oak Investment Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 138 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $7K.
  • Pin Oak Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 2 quarters.
  • Pin Oak Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7K in Q4 2019.
  • 661 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2020, filed 18 May 2020.