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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return