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

Pinnacle 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 Q2	$6.78M	Buy	+123,660	New	+$6.77M	0.27%	102

Other funds holding IGSB

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Advisors's IGSB Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2021: 123,660 shares worth $6.78M. The stake represents 0.27% of the portfolio and ranks #102 among its holdings.

903 funds tracked by Wall St. Rank hold IGSB as of Q2 2021.

Pinnacle Wealth Advisors held 123,660 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $6.78M as of Q2 2021.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.27% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #102 holding.
903 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.