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

Ropes 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
2018 Q4	–	Sell	-196	Closed	-$10K	–	518
2018 Q3	$10K	Buy	+196	New	+$10.2K	﹤0.01%	462
2018 Q1	–	Sell	-200	Closed	-$10K	–	670
2017 Q4	$10K	Buy	+200	New	+$10.5K	﹤0.01%	532
2016 Q2	–	Sell	-130	Closed	-$7K	–	499
2016 Q1	$7K	Hold	130	–	–	﹤0.01%	342
2015 Q4	$7K	Hold	130	–	–	﹤0.01%	354
2015 Q3	$7K	Sell	130 -38	-23%	-$2K	﹤0.01%	356
2015 Q2	$9K	Hold	168	–	–	﹤0.01%	258
2015 Q1	$9K	Buy	+168	New	+$8.85K	﹤0.01%	259

Other funds holding IGSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ropes Wealth Advisors's IGSB Position: Q4 2018 in Review

Ropes Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2018, closing a stake of 196 shares — an estimated $10K sold.

Ropes Wealth Advisors first reported a position in IGSB in Q1 2015 and held it in 7 quarters. The position peaked at $10K in Q3 2018. 568 funds tracked by Wall St. Rank hold IGSB as of Q4 2018.

Ropes Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 196 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $10K.
Ropes Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2015 and held it in 7 quarters.
Ropes Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $10K in Q3 2018.
568 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Ropes Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.