RFN
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RDA Financial Network’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

RDA Financial Network’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 		– Sell
-6,183
Closed -$338K – 231
2021
Q1 		$338K Buy
6,183
+142
+2% +$7.8K 0.15% 155
2020
Q4 		$333K Sell
6,041
-5,974
-50% -$328K 0.15% 151
2020
Q3 		$660K Sell
12,015
-5
-0% -$275 0.3% 85
2020
Q2 		$658K Buy
+12,020
New +$648K 0.33% 78

Other funds holding IGSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.21B AUM 13.73% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

RDA Financial Network's IGSB Position: Q2 2021 in Review

RDA Financial Network sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2021, closing a stake of 6,183 shares — an estimated $338K sold.

RDA Financial Network first reported a position in IGSB in Q2 2020 and held it in 4 quarters. The position peaked at $660K in Q3 2020. 904 funds tracked by Wall St. Rank hold IGSB as of Q2 2021.

  • RDA Financial Network reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • RDA Financial Network sold 6,183 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $338K.
  • RDA Financial Network first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
  • RDA Financial Network's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $660K in Q3 2020.
  • 904 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on RDA Financial Network's 13F filing for Q2 2021, filed 13 Jul 2021.