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Secrest Blakey & Associates’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Secrest Blakey & Associates’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
2019
Q4 		– Sell
-578
Closed -$31K – 85
2019
Q3 		$31K Buy
578
+130
+29% +$6.96K 0.03% 112
2019
Q2 		$24K Hold
448
– – 0.02% 111
2019
Q1 		$24K Buy
+448
New +$23.4K 0.02% 104

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Secrest Blakey & Associates's IGSB Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2019, closing a stake of 578 shares — an estimated $31K sold.

Secrest Blakey & Associates first reported a position in IGSB in Q1 2019 and held it in 3 quarters. The position peaked at $31K in Q3 2019. 659 funds tracked by Wall St. Rank hold IGSB as of Q4 2019.

  • Secrest Blakey & Associates reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 578 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $31K.
  • Secrest Blakey & Associates first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
  • Secrest Blakey & Associates's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $31K in Q3 2019.
  • 659 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.