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

Watson Rebecca’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
2020
Q3 		$6.27M Buy
114,124
+8,579
+8% +$471K 3.69% 6
2020
Q2 		$5.77M Buy
105,545
+2,856
+3% +$154K 3.46% 6
2020
Q1 		$5.51M Buy
102,689
+5,043
+5% +$268K 3.81% 5
2019
Q4 		$5.24M Buy
+97,646
New +$5.24M 3.18% 7

Other funds holding IGSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Watson Rebecca's IGSB Position: Q3 2020 in Review

Watson Rebecca increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.1% in Q3 2020, buying an estimated $471K and bringing the position to 114,124 shares worth $6.27M. The position accounts for 3.69% of the portfolio, ranked #6.

Watson Rebecca first reported a position in IGSB in Q4 2019 and has held it in 4 quarters since. 788 funds tracked by Wall St. Rank hold IGSB as of Q3 2020.

  • Watson Rebecca held 114,124 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $6.27M as of Q3 2020.
  • Watson Rebecca bought 8,579 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $471K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 3.69% of Watson Rebecca's portfolio in Q3 2020, its #6 holding.
  • Watson Rebecca first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • 788 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.