SFSIG
IGSB icon

San Francisco Sentry Investment Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

San Francisco Sentry 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
2018
Q2 		– Sell
-200
Closed -$10K – 797
2018
Q1 		$10K Hold
200
– – ﹤0.01% 685
2017
Q4 		$10K Buy
+200
New +$10.5K ﹤0.01% 676

Other funds holding IGSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

San Francisco Sentry Investment Group's IGSB Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2018, closing a stake of 200 shares — an estimated $10K sold.

San Francisco Sentry Investment Group first reported a position in IGSB in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 551 funds tracked by Wall St. Rank hold IGSB as of Q2 2018.

  • San Francisco Sentry Investment Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 200 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $10K.
  • San Francisco Sentry Investment Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
  • San Francisco Sentry Investment Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $10K in Q1 2018.
  • 551 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.