Sanford Advisory Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Sanford Advisory Services’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 Q3	–	Sell	-3,634	Closed	-$199K	–	112
2021 Q2	$199K	Buy	+3,634	New	+$199K	0.05%	103
2021 Q1	–	Sell	-3,654	Closed	-$202K	–	104
2020 Q4	$202K	Buy	+3,654	New	+$201K	0.06%	94

Other funds holding IGSB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MMI

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sanford Advisory Services's IGSB Position: Q3 2021 in Review

Sanford Advisory Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2021, closing a stake of 3,634 shares — an estimated $199K sold.

Sanford Advisory Services first reported a position in IGSB in Q4 2020 and held it in 2 quarters. The position peaked at $202K in Q4 2020. 906 funds tracked by Wall St. Rank hold IGSB as of Q3 2021.

Sanford Advisory Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Sanford Advisory Services sold 3,634 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $199K.
Sanford Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
Sanford Advisory Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $202K in Q4 2020.
906 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Sanford Advisory Services's 13F filing for Q3 2021, filed 28 Jul 2022.