Simplex Trading
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Simplex Trading’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Simplex Trading’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
2020
Q2 		– Sell
-2,776
Closed -$145K – 7931
2020
Q1 		$145K Buy
+2,776
New +$148K ﹤0.01% 3961
2015
Q3 		– Sell
-2,350
Closed -$123K – 5806
2015
Q2 		$123K Buy
+2,350
New +$124K 0.01% 1088

Other funds holding IGSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplex Trading's IGSB Position: Q2 2020 in Review

Simplex Trading sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2020, closing a stake of 2,776 shares — an estimated $145K sold.

Simplex Trading first reported a position in IGSB in Q2 2015 and held it in 2 quarters. The position peaked at $145K in Q1 2020. 762 funds tracked by Wall St. Rank hold IGSB as of Q2 2020.

  • Simplex Trading reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Simplex Trading sold 2,776 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $145K.
  • Simplex Trading first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2015 and held it in 2 quarters.
  • Simplex Trading's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $145K in Q1 2020.
  • 762 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Simplex Trading's 13F filing for Q2 2020, filed 13 Jul 2020.