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Squar Milner Financial Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Squar Milner Financial Services’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
Q1 		– Sell
-14
Closed – – 817
2019
Q4 		$0 Buy
+14
New +$751 ﹤0.01% 840
2018
Q3 		– Sell
-612
Closed -$32K – 808
2018
Q2 		$32K Buy
+612
New +$31.7K 0.03% 412

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Squar Milner Financial Services's IGSB Position: Q1 2020 in Review

Squar Milner Financial Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2020, closing a stake of 14 shares.

Squar Milner Financial Services first reported a position in IGSB in Q2 2018 and held it in 2 quarters. The position peaked at $32K in Q2 2018. 662 funds tracked by Wall St. Rank hold IGSB as of Q1 2020.

  • Squar Milner Financial Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 14 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2020.
  • Squar Milner Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $32K in Q2 2018.
  • 662 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.