TWM
IGSB icon

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

Torch 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
2019
Q4 		$2.29M Buy
42,664
+3,455
+9% +$185K 1.26% 26
2019
Q3 		$2.1M Buy
39,209
+985
+3% +$52.7K 1.25% 30
2019
Q2 		$2.04M Sell
38,224
-200
-0.5% -$10.6K 1.23% 28
2019
Q1 		$2.03M Buy
+38,424
New +$2.01M 1.25% 28
2018
Q4 		– Sell
-46,170
Closed -$2.39M – 99
2018
Q3 		$2.39M Sell
46,170
-5,700
-11% -$296K 1.43% 20
2018
Q2 		$2.69M Sell
51,870
-3,822
-7% -$198K 1.69% 16
2018
Q1 		$2.89M Sell
55,692
-898
-2% -$46.7K 1.87% 12
2017
Q4 		$2.96M Sell
56,590
-1,900
-3% -$99.7K 1.81% 13
2017
Q3 		$3.08M Sell
58,490
-1,506
-3% -$79.4K 2.02% 9
2017
Q2 		$3.16M Sell
59,996
-1,458
-2% -$76.7K 2.18% 7
2017
Q1 		$3.23M Sell
61,454
-1,028
-2% -$54K 2.16% 7
2016
Q4 		$3.28M Sell
62,482
-798
-1% -$42K 2.31% 8
2016
Q3 		$3.35M Buy
63,280
+410
+0.7% +$21.7K 2.44% 5
2016
Q2 		$3.33M Sell
62,870
-102
-0.2% -$5.38K 2.44% 6
2016
Q1 		$3.32M Buy
62,972
+202
+0.3% +$10.6K 2.5% 6
2015
Q4 		$3.28M Buy
62,770
+542
+0.9% +$28.5K 2.4% 5
2015
Q3 		$3.27M Buy
62,228
+23,970
+63% +$1.26M 2.52% 5
2015
Q2 		$2.02M Buy
+38,258
New +$2.02M 1.4% 22
2014
Q4 		– Sell
-28,120
Closed -$1.48M – 98
2014
Q3 		$1.48M Buy
28,120
+22
+0.1% +$1.16K 1.08% 38
2014
Q2 		$1.49M Sell
28,098
-550
-2% -$29K 1.01% 39
2014
Q1 		$1.51M Buy
28,648
+3,140
+12% +$166K 1.09% 32
2013
Q4 		$1.34M Buy
+25,508
New +$1.34M 1.03% 34

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Torch Wealth Management's IGSB Position: Q4 2019 in Review

Torch Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.8% in Q4 2019, buying an estimated $185K and bringing the position to 42,664 shares worth $2.29M. The position accounts for 1.26% of the portfolio, ranked #26.

Torch Wealth Management first reported a position in IGSB in Q4 2013 and has held it in 22 quarters since. The position peaked at $3.35M in Q3 2016. 659 funds tracked by Wall St. Rank hold IGSB as of Q4 2019.

  • Torch Wealth Management held 42,664 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.29M as of Q4 2019.
  • Torch Wealth Management bought 3,455 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $185K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.26% of Torch Wealth Management's portfolio in Q4 2019, its #26 holding.
  • Torch Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 22 quarters since.
  • Torch Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.35M in Q3 2016.
  • 659 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.