Wealthspire Advisors (Maryland)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Wealthspire Advisors (Maryland)’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 Q4	–	Sell	-3,859	Closed	-$207K	–	507
2019 Q3	$207K	Buy	+3,859	New	+$206K	0.02%	431
2019 Q2	–	Sell	-2,820	Closed	-$149K	–	1181
2019 Q1	$149K	Hold	2,820	–	–	0.01%	512
2018 Q4	$146K	Hold	2,820	–	–	0.01%	484
2018 Q3	$146K	Hold	2,820	–	–	0.01%	548
2018 Q2	$146K	Sell	2,820 -450	-14%	-$23.3K	0.01%	566
2018 Q1	$170K	Hold	3,270	–	–	0.02%	525
2017 Q4	$171K	Hold	3,270	–	–	0.02%	542
2017 Q3	$172K	Hold	3,270	–	–	0.02%	528
2017 Q2	$172K	Buy	3,270 +750	+30%	+$39.5K	0.02%	505
2017 Q1	$133K	Hold	2,520	–	–	0.02%	499
2016 Q4	$132K	Hold	2,520	–	–	0.02%	487
2016 Q3	$133K	Hold	2,520	–	–	0.02%	492
2016 Q2	$134K	Hold	2,520	–	–	0.02%	471
2016 Q1	$133K	Hold	2,520	–	–	0.02%	458
2015 Q4	$132K	Buy	+2,520	New	+$132K	0.02%	462

Other funds holding IGSB

MMI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IGSB Position: Q4 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2019, closing a stake of 3,859 shares — an estimated $207K sold.

Wealthspire Advisors (Maryland) first reported a position in IGSB in Q4 2015 and held it in 15 quarters. The position peaked at $207K in Q3 2019. 659 funds tracked by Wall St. Rank hold IGSB as of Q4 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 3,859 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $207K.
Wealthspire Advisors (Maryland) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 15 quarters.
Wealthspire Advisors (Maryland)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $207K in Q3 2019.
659 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2019, filed 14 Feb 2020.