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Smart Money Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Smart Money 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
2020
Q4 		– Sell
-99,345
Closed -$5.46M – 71
2020
Q3 		$5.46M Buy
99,345
+21,824
+28% +$1.2M 2.35% 10
2020
Q2 		$4.24M Buy
+77,521
New +$4.18M 2.51% 15

Other funds holding IGSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Smart Money Group's IGSB Position: Q4 2020 in Review

Smart Money Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2020, closing a stake of 99,345 shares — an estimated $5.46M sold.

Smart Money Group first reported a position in IGSB in Q2 2020 and held it in 2 quarters. The position peaked at $5.46M in Q3 2020. 889 funds tracked by Wall St. Rank hold IGSB as of Q4 2020.

  • Smart Money Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Smart Money Group sold 99,345 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $5.46M.
  • Smart Money Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Smart Money Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.46M in Q3 2020.
  • 889 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.