Smith Shellnut Wilson’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Smith Shellnut Wilson’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	-277	Closed	-$15K	–	167
2021 Q2	$15K	Buy	277 +207	+296%	+$11.3K	0.01%	147
2021 Q1	$4K	Hold	70	–	–	﹤0.01%	153
2020 Q4	$4K	Buy	70 +66	+1,650%	+$3.63K	﹤0.01%	146
2020 Q3	$70K	Sell	4 -66	-94%	-$3.63K	0.03%	132
2020 Q2	$4K	Hold	70	–	–	﹤0.01%	128
2020 Q1	$4K	Hold	70	–	–	﹤0.01%	120
2019 Q4	$4K	Hold	70	–	–	﹤0.01%	135
2019 Q3	$4K	Buy	+70	New	+$3.75K	﹤0.01%	128

Other funds holding IGSB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

MMI

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Smith Shellnut Wilson's IGSB Position: Q3 2021 in Review

Smith Shellnut Wilson sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2021, closing a stake of 277 shares — an estimated $15K sold.

Smith Shellnut Wilson first reported a position in IGSB in Q3 2019 and held it in 8 quarters. The position peaked at $70K in Q3 2020. 907 funds tracked by Wall St. Rank hold IGSB as of Q3 2021.

Smith Shellnut Wilson reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Smith Shellnut Wilson sold 277 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $15K.
Smith Shellnut Wilson first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 8 quarters.
Smith Shellnut Wilson's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $70K in Q3 2020.
907 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Smith Shellnut Wilson's 13F filing for Q3 2021, filed 12 Nov 2021.