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

Private Asset 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
2019 Q1	–	Sell	-5,550	Closed	-$287K	–	131
2018 Q4	$287K	Hold	5,550	–	–	0.06%	114
2018 Q3	$288K	Hold	5,550	–	–	0.05%	120
2018 Q2	$288K	Buy	+5,550	New	+$288K	0.05%	132

Other funds holding IGSB

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

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Private Asset Management's IGSB Position: Q1 2019 in Review

Private Asset Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2019, closing a stake of 5,550 shares — an estimated $287K sold.

Private Asset Management first reported a position in IGSB in Q2 2018 and held it in 3 quarters. The position peaked at $288K in Q3 2018. 578 funds tracked by Wall St. Rank hold IGSB as of Q1 2019.

Private Asset Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Private Asset Management sold 5,550 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $287K.
Private Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2018 and held it in 3 quarters.
Private Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $288K in Q3 2018.
578 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Private Asset Management's 13F filing for Q1 2019, filed 3 Apr 2019.