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

Unified Trust Company’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
Q1 		– Sell
-18,682
Closed -$964K – 52
2018
Q4 		$964K Buy
+18,682
New +$963K 0.88% 37

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Fidelity Investments
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Unified Trust Company's IGSB Position: Q1 2019 in Review

Unified Trust Company sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2019, closing a stake of 18,682 shares — an estimated $964K sold.

Unified Trust Company first reported a position in IGSB in Q4 2018 and held it in 1 quarter. The position peaked at $964K in Q4 2018. 578 funds tracked by Wall St. Rank hold IGSB as of Q1 2019.

  • Unified Trust Company reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Unified Trust Company sold 18,682 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $964K.
  • Unified Trust Company first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Unified Trust Company's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $964K in Q4 2018.
  • 578 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Unified Trust Company's 13F filing for Q1 2019, filed 14 May 2019.