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

Sunflower Bank 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
2020 Q3	$8.8M	Buy	160,260 +4,755	+3%	+$261K	2.95%	7
2020 Q2	$8.51M	Buy	155,505 +95	+0.1%	+$5.12K	2.86%	8
2020 Q1	$8.14M	Sell	155,410 -4,060	-3%	-$216K	3.09%	8
2019 Q4	$8.55M	Sell	159,470 -3,830	-2%	-$205K	2.62%	9
2019 Q3	$8.76M	Buy	163,300 +135	+0.1%	+$7.22K	2.8%	7
2019 Q2	$8.72M	Buy	163,165 +1,094	+0.7%	+$57.8K	2.81%	8
2019 Q1	$8.56M	Buy	162,071 +3,864	+2%	+$202K	2.58%	7
2018 Q4	$8.17M	Sell	158,207 -9,010	-5%	-$465K	2.62%	7
2018 Q3	$8.67M	Sell	167,217 -25,865	-13%	-$1.34M	2.44%	10
2018 Q2	$10M	Sell	193,082 -4,420	-2%	-$229K	2.93%	7
2018 Q1	$10.3M	Sell	197,502 -1,800	-0.9%	-$93.6K	2.83%	6
2017 Q4	$10.4M	Buy	+199,302	New	+$10.5M	2.81%	6

Other funds holding IGSB

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

BlackRock New York $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Sunflower Bank Wealth Management's IGSB Position: Q3 2020 in Review

Sunflower Bank Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.1% in Q3 2020, buying an estimated $261K and bringing the position to 160,260 shares worth $8.8M. The position accounts for 2.95% of the portfolio, ranked #7.

Sunflower Bank Wealth Management first reported a position in IGSB in Q4 2017 and has held it in 12 quarters since. The position peaked at $10.4M in Q4 2017. 788 funds tracked by Wall St. Rank hold IGSB as of Q3 2020.

Sunflower Bank Wealth Management held 160,260 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $8.8M as of Q3 2020.
Sunflower Bank Wealth Management bought 4,755 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $261K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.95% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #7 holding.
Sunflower Bank Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 12 quarters since.
Sunflower Bank Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $10.4M in Q4 2017.
788 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.