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

Vigilare Wealth Management’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 Q1	–	Sell	-11,830	Closed	-$653K	–	204
2020 Q4	$653K	Sell	11,830 -561	-5%	-$30.8K	0.62%	42
2020 Q3	$680K	Sell	12,391 -9,471	-43%	-$520K	0.71%	40
2020 Q2	$1.2M	Buy	+21,862	New	+$1.18M	1.21%	20

Other funds holding IGSB

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

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

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

FRBONY

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

MMI

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Vigilare Wealth Management's IGSB Position: Q1 2021 in Review

Vigilare Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2021, closing a stake of 11,830 shares — an estimated $653K sold.

Vigilare Wealth Management first reported a position in IGSB in Q2 2020 and held it in 3 quarters. The position peaked at $1.2M in Q2 2020. 895 funds tracked by Wall St. Rank hold IGSB as of Q1 2021.

Vigilare Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Vigilare Wealth Management sold 11,830 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $653K.
Vigilare Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
Vigilare Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.2M in Q2 2020.
895 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Vigilare Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.