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

TFO Wealth Partners’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 		– Sell
-578
Closed -$30K – 151
2019
Q4 		$30K Buy
+578
New +$31K 0.03% 78

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UBS Group
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EWA
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TFO Wealth Partners's IGSB Position: Q1 2020 in Review

TFO Wealth Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2020, closing a stake of 578 shares — an estimated $30K sold.

TFO Wealth Partners first reported a position in IGSB in Q4 2019 and held it in 1 quarter. The position peaked at $30K in Q4 2019. 662 funds tracked by Wall St. Rank hold IGSB as of Q1 2020.

  • TFO Wealth Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 578 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $30K.
  • TFO Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • TFO Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $30K in Q4 2019.
  • 662 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on TFO Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.