Quad-Cities Investment Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Quad-Cities Investment Group’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 Q4	–	Sell	-755	Closed	-$41K	–	413
2019 Q3	$41K	Buy	755 +1	+0.1%	+$53	0.03%	364
2019 Q2	$41K	Buy	754 +2	+0.3%	+$106	0.04%	366
2019 Q1	$40K	Buy	752 +1	+0.1%	+$52	0.04%	369
2018 Q4	$39K	Buy	751 +13	+2%	+$670	0.04%	366
2018 Q3	$38K	Hold	738	–	–	0.03%	401
2018 Q2	$38K	Buy	+738	New	+$38.3K	0.04%	397

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Quad-Cities Investment Group's IGSB Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2019, closing a stake of 755 shares — an estimated $41K sold.

Quad-Cities Investment Group first reported a position in IGSB in Q2 2018 and held it in 6 quarters. The position peaked at $41K in Q3 2019. 659 funds tracked by Wall St. Rank hold IGSB as of Q4 2019.

Quad-Cities Investment Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 755 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $41K.
Quad-Cities Investment Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $41K in Q3 2019.
659 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.