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

Sugarloaf Wealth 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
2021
Q3 		– Sell
-1,168
Closed -$64K – 778
2021
Q2 		$64K Sell
1,168
-32,289
-97% -$1.77M 0.02% 244
2021
Q1 		$66 Buy
+33,457
New +$1.84M 0.02% 241

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sugarloaf Wealth Management's IGSB Position: Q3 2021 in Review

Sugarloaf Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2021, closing a stake of 1,168 shares — an estimated $64K sold.

Sugarloaf Wealth Management first reported a position in IGSB in Q1 2021 and held it in 2 quarters. The position peaked at $64K in Q2 2021. 906 funds tracked by Wall St. Rank hold IGSB as of Q3 2021.

  • Sugarloaf Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,168 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $64K.
  • Sugarloaf Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Sugarloaf Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $64K in Q2 2021.
  • 906 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.