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

Sonora Investment Management’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	-312	Closed	-$17K	–	1732
2020 Q3	$17K	Buy	+312	New	+$17.1K	﹤0.01%	968
2020 Q2	–	Sell	-199	Closed	-$10K	–	1825
2020 Q1	$10K	Buy	+199	New	+$10.6K	﹤0.01%	1056
2019 Q4	–	Sell	-302	Closed	-$16K	–	1693
2019 Q3	$16K	Buy	+302	New	+$16.2K	﹤0.01%	961
2018 Q2	–	Sell	-300	Closed	-$15.6K	–	1194
2018 Q1	$15.6K	Buy	300 +8	+3%	+$416	﹤0.01%	653
2017 Q4	$15.3K	Buy	+292	New	+$15.3K	﹤0.01%	676

Other funds holding IGSB

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

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

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

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

Sonora Investment Management's IGSB Position: Q4 2020 in Review

Sonora Investment Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2020, closing a stake of 312 shares — an estimated $17K sold.

Sonora Investment Management first reported a position in IGSB in Q4 2017 and held it in 5 quarters. The position peaked at $17K in Q3 2020. 890 funds tracked by Wall St. Rank hold IGSB as of Q4 2020.

Sonora Investment Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Sonora Investment Management sold 312 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $17K.
Sonora Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 5 quarters.
Sonora Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $17K in Q3 2020.
890 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.