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

Shine Investment 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
2019 Q4	–	Sell	-30	Closed	-$2K	–	748
2019 Q3	$2K	Hold	30	–	–	﹤0.01%	699
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	663
2019 Q1	$2K	Hold	30	–	–	﹤0.01%	673
2018 Q4	$2K	Buy	+30	New	+$1.55K	﹤0.01%	655
2018 Q1	–	Sell	-400	Closed	-$21K	–	656
2017 Q4	$21K	Buy	+400	New	+$21K	0.01%	447

Other funds holding IGSB

MMI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Shine Investment Advisory Services's IGSB Position: Q4 2019 in Review

Shine Investment Advisory Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2019, closing a stake of 30 shares — an estimated $2K sold.

Shine Investment Advisory Services first reported a position in IGSB in Q4 2017 and held it in 5 quarters. The position peaked at $21K in Q4 2017. 659 funds tracked by Wall St. Rank hold IGSB as of Q4 2019.

Shine Investment Advisory Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Shine Investment Advisory Services sold 30 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $2K.
Shine Investment Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 5 quarters.
Shine Investment Advisory Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $21K in Q4 2017.
659 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Shine Investment Advisory Services's 13F filing for Q4 2019, filed 3 Feb 2020.