Sterling Global Strategies’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Sterling Global Strategies’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	$315K	Buy	5,960 +5,160	+645%	+$269K	1.75%	16
2018 Q4	$41.3K	Buy	+800	New	+$41.2K	0.21%	70
2018 Q3	–	Sell	-5,428	Closed	-$281K	–	29
2018 Q2	$281K	Sell	5,428 -200	-4%	-$10.4K	1.81%	17
2018 Q1	$293K	Sell	5,628 -74	-1%	-$3.85K	1.37%	17
2017 Q4	$298K	Buy	5,702 +76	+1%	+$3.99K	1.26%	19
2017 Q3	$296K	Buy	5,626 +726	+15%	+$38.3K	1.21%	20
2017 Q2	$258K	Sell	4,900 -24	-0.5%	-$1.26K	1.24%	23
2017 Q1	$259K	Buy	4,924 +808	+20%	+$42.4K	1.25%	21
2016 Q4	$216K	Buy	4,116 +300	+8%	+$15.8K	0.88%	23
2016 Q3	$201K	Buy	+3,816	New	+$202K	0.74%	27

Other funds holding IGSB

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sterling Global Strategies's IGSB Position: Q1 2019 in Review

Sterling Global Strategies increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 645% in Q1 2019, buying an estimated $269K and bringing the position to 5,960 shares worth $315K. The position accounts for 1.75% of the portfolio, ranked #16.

Sterling Global Strategies first reported a position in IGSB in Q3 2016 and has held it in 10 quarters since. 578 funds tracked by Wall St. Rank hold IGSB as of Q1 2019.

Sterling Global Strategies held 5,960 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $315K as of Q1 2019.
Sterling Global Strategies bought 5,160 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $269K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.75% of Sterling Global Strategies's portfolio in Q1 2019, its #16 holding.
Sterling Global Strategies first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2016 and has held it in 10 quarters since.
578 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Sterling Global Strategies's 13F filing for Q1 2019, filed 15 May 2019.