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

Toth Financial Advisory’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
2018 Q2	–	Sell	-800	Closed	-$42K	–	439
2018 Q1	$42K	Hold	800	–	–	0.01%	222
2017 Q4	$42K	Buy	+800	New	+$42K	0.01%	224

Other funds holding IGSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Toth Financial Advisory's IGSB Position: Q2 2018 in Review

Toth Financial Advisory sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2018, closing a stake of 800 shares — an estimated $42K sold.

Toth Financial Advisory first reported a position in IGSB in Q4 2017 and held it in 2 quarters. The position peaked at $42K in Q1 2018. 551 funds tracked by Wall St. Rank hold IGSB as of Q2 2018.

Toth Financial Advisory reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Toth Financial Advisory sold 800 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $42K.
Toth Financial Advisory first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
Toth Financial Advisory's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $42K in Q1 2018.
551 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2018.

Based on Toth Financial Advisory's 13F filing for Q2 2018, filed 23 Jul 2018.