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

SVA 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
Q4 		$271K Buy
+4,909
New +$270K 0.02% 206
2015
Q1 		– Sell
-4,196
Closed -$221K – 209
2014
Q4 		$221K Buy
+4,196
New +$221K 0.08% 168

Other funds holding IGSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

SVA Wealth Management's IGSB Position: Q4 2020 in Review

SVA Wealth Management opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2020: 4,909 shares worth $271K. The stake represents 0.02% of the portfolio and ranks #206 among its holdings. This is a return to the name: SVA Wealth Management previously reported a position in IGSB as recently as Q4 2014.

SVA Wealth Management first reported a position in IGSB in Q4 2014 and has held it in 2 quarters since. 889 funds tracked by Wall St. Rank hold IGSB as of Q4 2020.

  • SVA Wealth Management held 4,909 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $271K as of Q4 2020.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new SVA Wealth Management position in Q4 2020.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #206 holding.
  • SVA Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 2 quarters since.
  • 889 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.