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Sound View Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Sound View Wealth Advisors’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
Q1 		$267K Sell
5,046
-2,408
-32% -$126K 0.08% 202
2018
Q4 		$385K Buy
+7,454
New +$384K 0.14% 146

Other funds holding IGSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sound View Wealth Advisors's IGSB Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 32% in Q1 2019, selling an estimated $126K and leaving 5,046 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #202.

Sound View Wealth Advisors first reported a position in IGSB in Q4 2018 and has held it in 2 quarters since. The position peaked at $385K in Q4 2018. 578 funds tracked by Wall St. Rank hold IGSB as of Q1 2019.

  • Sound View Wealth Advisors held 5,046 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $267K as of Q1 2019.
  • Sound View Wealth Advisors sold 2,408 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $126K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Sound View Wealth Advisors's portfolio in Q1 2019, its #202 holding.
  • Sound View Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $385K in Q4 2018.
  • 578 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.