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

US Financial Advisors’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 Q2	–	Sell	-48,193	Closed	-$2.63M	–	98
2021 Q1	$2.63M	Buy	48,193 +6,177	+15%	+$339K	0.73%	34
2020 Q4	$2.32M	Buy	+42,016	New	+$2.31M	0.7%	32
2016 Q2	–	Sell	-158	Closed	-$8K	–	189
2016 Q1	$8K	Buy	+158	New	+$8.28K	0.01%	231
2015 Q1	–	Sell	-196	Closed	-$10K	–	380
2014 Q4	$10K	Buy	+196	New	+$10.3K	0.01%	239

Other funds holding IGSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

US Financial Advisors's IGSB Position: Q2 2021 in Review

US Financial Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2021, closing a stake of 48,193 shares — an estimated $2.63M sold.

US Financial Advisors first reported a position in IGSB in Q4 2014 and held it in 4 quarters. The position peaked at $2.63M in Q1 2021. 904 funds tracked by Wall St. Rank hold IGSB as of Q2 2021.

US Financial Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
US Financial Advisors sold 48,193 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $2.63M.
US Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and held it in 4 quarters.
US Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.63M in Q1 2021.
904 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.