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

Stratford Consulting’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	$173K	Sell	3,299 -3,501	-51%	-$186K	0.08%	55
2019 Q4	$360K	Buy	6,800 +1,074	+19%	+$57.6K	0.12%	42
2019 Q3	$307K	Buy	5,726 +38	+0.7%	+$2.03K	0.11%	47
2019 Q2	$304K	Sell	5,688 -3,121	-35%	-$165K	0.11%	43
2019 Q1	$465K	Buy	+8,809	New	+$460K	0.17%	35

Other funds holding IGSB

MMI

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Stratford Consulting's IGSB Position: Q1 2020 in Review

Stratford Consulting reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 51% in Q1 2020, selling an estimated $186K and leaving 3,299 shares worth $173K. The position accounts for 0.08% of the portfolio, ranked #55.

Stratford Consulting first reported a position in IGSB in Q1 2019 and has held it in 5 quarters since. The position peaked at $465K in Q1 2019. 662 funds tracked by Wall St. Rank hold IGSB as of Q1 2020.

Stratford Consulting held 3,299 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $173K as of Q1 2020.
Stratford Consulting sold 3,501 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $186K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Stratford Consulting's portfolio in Q1 2020, its #55 holding.
Stratford Consulting first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 5 quarters since.
Stratford Consulting's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $465K in Q1 2019.
662 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.