Teamwork Financial Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Teamwork Financial Advisors’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	-7,566	Closed	-$415K	–	276
2021 Q2	$415K	Sell	7,566 -735	-9%	-$40.3K	0.08%	172
2021 Q1	$454K	Sell	8,301 -13,843	-63%	-$760K	0.11%	150
2020 Q4	$1.22M	Sell	22,144 -116	-0.5%	-$6.38K	0.29%	70
2020 Q3	$1.22M	Buy	22,260 +7,432	+50%	+$408K	0.38%	53
2020 Q2	$811K	Buy	+14,828	New	+$799K	0.29%	79

Other funds holding IGSB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MMI

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Teamwork Financial Advisors's IGSB Position: Q3 2021 in Review

Teamwork Financial Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2021, closing a stake of 7,566 shares — an estimated $415K sold.

Teamwork Financial Advisors first reported a position in IGSB in Q2 2020 and held it in 5 quarters. The position peaked at $1.22M in Q4 2020. 906 funds tracked by Wall St. Rank hold IGSB as of Q3 2021.

Teamwork Financial Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Teamwork Financial Advisors sold 7,566 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $415K.
Teamwork Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 5 quarters.
Teamwork Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.22M in Q4 2020.
906 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Teamwork Financial Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.