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

Truepoint Inc’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
Q3 		– Sell
-4,924
Closed -$255K – 109
2018
Q2 		$255K Buy
4,924
+4,518
+1,113% +$234K 0.02% 94
2018
Q1 		$1.96K Buy
+406
New +$21.1K 0.02% 93

Other funds holding IGSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truepoint Inc's IGSB Position: Q3 2018 in Review

Truepoint Inc sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2018, closing a stake of 4,924 shares — an estimated $255K sold.

Truepoint Inc first reported a position in IGSB in Q1 2018 and held it in 2 quarters. The position peaked at $255K in Q2 2018. 535 funds tracked by Wall St. Rank hold IGSB as of Q3 2018.

  • Truepoint Inc reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Truepoint Inc sold 4,924 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $255K.
  • Truepoint Inc first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 2 quarters.
  • Truepoint Inc's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $255K in Q2 2018.
  • 535 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Truepoint Inc's 13F filing for Q3 2018, filed 14 Nov 2018.