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

TRUADVICE’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	-5,372	Closed	-$295K	–	199
2021 Q2	$295K	Sell	5,372 -1,965	-27%	-$108K	0.06%	240
2021 Q1	$402K	Buy	7,337 +3,213	+78%	+$176K	0.12%	170
2020 Q4	$227K	Sell	4,124 -35,381	-90%	-$1.95M	0.07%	255
2020 Q3	$2.17M	Buy	+39,505	New	+$2.17M	0.89%	28

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

TRUADVICE's IGSB Position: Q3 2021 in Review

TRUADVICE sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2021, closing a stake of 5,372 shares — an estimated $295K sold.

TRUADVICE first reported a position in IGSB in Q3 2020 and held it in 4 quarters. The position peaked at $2.17M in Q3 2020. 906 funds tracked by Wall St. Rank hold IGSB as of Q3 2021.

TRUADVICE reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
TRUADVICE sold 5,372 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $295K.
TRUADVICE first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 4 quarters.
TRUADVICE's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.17M in Q3 2020.
906 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.